Plan Snapshot
- Plan Sponsor: International Union Of Operating Engineers & Pipe Line Employers H&W F
- Sponsor EIN: 237134462
- Sponsor Address: 2625 BUTTERFIELD ROAD, SUITE 208E, OAK BROOK, IL, 60523
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,203
- Total Assets: $444.4M
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 | 3,203 | $444.4M | $37.3M | $1.1M |
| 2023 | 2,945 | $419.3M | $46.3M | $1.2M |
| 2022 | 2,490 | $369.3M | $34.5M | $1.2M |
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 |
|---|---|---|---|---|
| CAREFIRST | Other Service Provider | $1,434,200 | — | $1,434,200 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $555,580 | — | $555,580 |
| WAGEWORKS | Other Service Provider | $243,089 | — | $243,089 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $149,493 | — | $149,493 |
| SAGE ADVISORY SERVICE LTD. | Other Service Provider | $128,600 | — | $128,600 |
| DELTA DENTAL | Other Service Provider | $123,187 | — | $123,187 |
| THE SEGAL COMPANY | Other Service Provider | $90,784 | — | $90,784 |
| WELLS FARGO ADVISORS | Other Service Provider | $49,173 | — | $49,173 |
| CALIBRE CPA GROUP PLLC | Auditor | $43,000 | — | $43,000 |
| DOYLE PRINTING & OFFSET CO. | Other Service Provider | $10,090 | — | $10,090 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $9,993 | — | $9,993 |
| CENTRAL PENSION FUND OF THE IUOE | Other Service Provider | $9,538 | — | $9,538 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,846,727
- Estimated Expense Ratio: 0.641% 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 | $2,945,710 | $321,988 | $2,331,677 | $43,000 | — |
| 2023 | $3,077,207 | $371,745 | $2,438,120 | $43,000 | — |
| 2022 | $2,830,195 | $336,856 | $2,157,158 | — | $135,456 |