# Operating Engineers Local 139 Health Benefit Fund 401(k) Plan
Source: https://planprovider.pro/companies/operating-engineers-local-139-health-benefit-fund-237166771-599

> Operating Engineers Local 139 Health Benefit Fund's 401(k) plan: 7,422 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Operating Engineers Local 139 Health Benefit Fund

- **Sponsor EIN:** 237166771

- **Sponsor Address:** PO BOX 160, PEWAUKEE, WI, 530720130

- **Plan Type:** 401(k)

- **Plan Number:** 599

- **Total Participants:** 7,422

- **Total Assets:** $529.7M

## 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|7,422|$529.7M|$159.1M|$14.7M|

| 2023|7,363|$487.1M|$146.7M|$17.2M|

| 2022|7,054|$449.7M|$137.2M|$18.8M|

## 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|

| BLUE CROSS BLUE SHIELD OF WISCONSIN|Other Service Provider|$3,409,278|—|$3,409,278|

| BENESYS|Other Service Provider|$1,967,558|—|$1,967,558|

| CASE MANAGEMENT SPECIALIST, INC.|Other Service Provider|$899,802|—|$899,802|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$304,083|—|$304,083|

| RREEF AMERICA L.L.C.|Other Service Provider|$261,628|—|$261,628|

| ZELIS PAYMENTS HOLDINGS, LLC|Other Service Provider|$214,404|—|$214,404|

| INDUSTRY FUND MANAGEMENT PTY LTD|Other Service Provider|$196,303|—|$196,303|

| BLACKSTONE|Other Service Provider|$195,447|—|$195,447|

| NATIONAL INVESTMENT SERVICES, INC|Other Service Provider|$158,429|—|$158,429|

| CONSTRUCTION BUSINESS GROUP|Other Service Provider|$152,340|—|$152,340|

| THE SEGAL COMPANY (MIDWEST), INC|Other Service Provider|$140,424|—|$140,424|

| REINHART BOERNER VAN DEUREN|Other Service Provider|$132,635|—|$132,635|

| SIERRA INVESTMENT PARTNERS, INC|Other Service Provider|$132,123|—|$132,123|

| SOMMERS AND FARHNRENBACH|Other Service Provider|$110,675|—|$110,675|

| IUOE LOCAL 139|Other Service Provider|$107,598|—|$107,598|

| CVS PHARMACY, INC.|Other Service Provider|$88,508|—|$88,508|

| FOUNDRY PARTNERS, LLC|Other Service Provider|$86,640|—|$86,640|

| BEACH POINT CAPITAL MANAGEMENT LP|Other Service Provider|$84,760|—|$84,760|

| CCSAP|Other Service Provider|$65,342|—|$65,342|

| ONTECH SYSTEMS INC|Other Service Provider|$61,594|—|$61,594|

| US BANK|Recordkeeper|$59,627|—|$59,627|

| OPTUM RX|Other Service Provider|$56,262|—|$56,262|

| MARQUETTE ASSOCIATES|Other Service Provider|$50,500|—|$50,500|

| CALIBRE CPA GROUP, PLLC|Auditor|$41,961|—|$41,961|

| MEDICAL REVIEW INSTITUTE OF AMERICA|Other Service Provider|$26,250|—|$26,250|

| STATE BANK OF THE LAKES|Other Service Provider|$21,261|—|$21,261|

| AURORA MEDICAL GROUP|Other Service Provider|$20,745|—|$20,745|

| SEGAL SELECT INS SERVICES, INC.|Other Service Provider|—|$17,532|$17,532|

| BURTON & MAYER|Other Service Provider|$9,115|—|$9,115|

| SMART DATA SOLUTIONS|Other Service Provider|$6,000|—|$6,000|

### Verified Provider Profiles

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

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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:** $9,078,824

- **Estimated Expense Ratio:** 1.714% 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|$4,965,959|$1,165,831|$1,967,558|$41,961|—|

| 2023|$4,745,513|$1,027,421|$1,894,715|$36,075|—|

| 2022|$4,470,613|$1,088,432|$1,844,742|—|$845,246|

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