# Idaho Operating Engineers-Employers Pens DB Plan
Source: https://planprovider.pro/companies/idaho-operating-engineers-employers-pens-916075538-001

> Idaho Operating Engineers-Employers Pens's DB plan: 625 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Idaho Operating Engineers-Employers Pens

- **Sponsor EIN:** 916075538

- **Sponsor Address:** PO BOX 3386, SPOKANE, WA, 992203386

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 625

- **Total Assets:** $151.9M

## 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.|

| 2024|625|$151.9M|$6.5M|$0|

| 2023|489|$143.3M|$5.0M|$0|

| 2022|413|$137.1M|$4.3M|$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|

| WELFARE & PENSION ADMIN SERVICES|Other Service Provider|$261,953|—|$261,953|

| MILLIMAN|Recordkeeper|$222,189|—|$222,189|

| WASHINGTON CAPITAL MANAGEMENT|Other Service Provider|$151,515|—|$151,515|

| ARISTOTLE CAPITAL MANAGEMENT|Other Service Provider|$88,391|—|$88,391|

| DELAWARE INVESTMENTS|Other Service Provider|$75,356|—|$75,356|

| SLC MANAGEMENT|Other Service Provider|$61,295|—|$61,295|

| VERUS INVESTMENTS|Other Service Provider|$54,500|—|$54,500|

| FIERA CAPITAL|Other Service Provider|$52,415|—|$52,415|

| LOOMIS|Other Service Provider|$42,408|—|$42,408|

| TURNER, STOEVE & GAGLIARDI|Other Service Provider|$39,788|—|$39,788|

| MARSH AND MCLENNAN AGENCY|Other Service Provider|$33,884|—|$33,884|

| U.S. BANK|Other Service Provider|$29,335|—|$29,335|

| ANASTASI MOORE & MARTIN|Auditor|$16,704|—|$16,704|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

- [ANASTASI MOORE & MARTIN](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,129,733

- **Estimated Expense Ratio:** 0.744% 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|

| 2024|$1,248,866|$555,215|$374,701|$16,704|—|

| 2023|$1,271,136|$649,309|$341,292|$14,845|—|

| 2022|$1,190,279|$657,290|$268,461|—|$135,834|

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