# Intl Union Of Operating Engrs Local Unions 181 320 Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/intl-union-of-operating-engrs-local-unions-181-320-welfare-trust-237003337-501

> Intl Union Of Operating Engrs Local Unions 181 320 Welfare Trust's Health & Welfare plan: 2,586 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intl Union Of Operating Engrs Local Unions 181 320 Welfare Trust

- **Sponsor EIN:** 237003337

- **Sponsor Address:** PO BOX 1179, HENDERSON, KY, 42419

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,586

- **Total Assets:** $96.8M

## 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|2,586|$96.8M|$43.9M|$3.9M|

| 2023|2,665|$93.1M|$47.8M|$3.7M|

| 2022|2,556|$86.8M|$44.4M|$3.8M|

## 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|

| ANTHEM|Other Service Provider|$1,851,673|—|$1,851,673|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$165,860|—|$165,860|

| BENESYS|Other Service Provider|$155,976|—|$155,976|

| STACY AUSENBAUGH|Other Service Provider|$98,886|—|$98,886|

| HORIZON ACTUARIAL SERVICES LLC|Other Service Provider|$78,260|—|$78,260|

| L. M. HENDERSON & COMPANY|Other Service Provider|$75,722|—|$75,722|

| LINDA EBLIN|Recordkeeper|$70,362|—|$70,362|

| MARY RANDOLPH|Recordkeeper|$67,778|—|$67,778|

| LAURA WILSON|Recordkeeper|$56,040|—|$56,040|

| PITNEY BOWES|Other Service Provider|$51,253|—|$51,253|

| FRANCES MAJORS|Recordkeeper|$47,505|—|$47,505|

| LEDBETTER PARTNERS LLC|Other Service Provider|$44,942|—|$44,942|

| STRATEGIC CAPITAL INVESTMNT ADVISOR|Other Service Provider|$43,750|—|$43,750|

| CHELSEA JONES|Other Service Provider|$28,941|—|$28,941|

| DEVSOURCE|Other Service Provider|$15,427|—|$15,427|

| ARES MANAGEMENT CORPORATION|Other Service Provider|$14,753|—|$14,753|

| BURKETT WALTON|Other Service Provider|$11,936|—|$11,936|

| OLD NATIONAL WEALTH MANAGEMENT|Other Service Provider|$5,000|—|$5,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,884,064

- **Estimated Expense Ratio:** 2.978% 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|$3,590,160|$201,020|$2,107,111|$82,915|—|

| 2023|$3,327,097|$189,676|$2,027,716|$59,527|—|

| 2022|$3,039,593|$170,401|$1,807,774|—|$163,144|

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