# Engineers Operating Afl- Cio Local 513 Health & Welfare Plan
Source: https://planprovider.pro/companies/engineers-operating-afl-cio-local-513-430338091-501

> Engineers Operating Afl- Cio Local 513's Health & Welfare plan: 3,444 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Engineers Operating Afl- Cio Local 513

- **Sponsor EIN:** 430338091

- **Sponsor Address:** 3449 HOLLENBERG DRIVE, BRIDGETON, MO, 630442406

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,444

- **Total Assets:** $631,883

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|3,444|$631,883|$0|$0|

| 2024|3,342|$617,873|$0|$112,484|

| 2023|3,241|$602,769|$0|$108,572|

| 2022|3,072|$606,963|$105,304|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CLIFTONLARSONALLEN, LLP|Other Service Provider|$14,071|—|$14,071|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,071

- **Estimated Expense Ratio:** 2.227% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$120,060|—|—|$14,071|—|

| 2024|$32,522|—|—|$12,285|—|

| 2023|$29,394|—|—|$9,975|—|

| 2022|$26,304|$12,907|—|—|$11,106|

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