# Operating Engineers Local 57 Health & Welfare Plan
Source: https://planprovider.pro/companies/operating-engineers-local-57-050390663-502

> Operating Engineers Local 57's Health & Welfare plan: 907 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Operating Engineers Local 57

- **Sponsor EIN:** 050390663

- **Sponsor Address:** 857 CENTRAL AVENUE, JOHNSTON, RI, 02919

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 907

- **Total Assets:** $913,869

## 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|907|$913,869|$0|$0|

| 2024|936|$782,405|$359,563|$0|

| 2023|780|$658,449|$306,076|$0|

| 2022|709|$604,422|$304,940|$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|

| CATHERINE E GRAZIANO|Other Service Provider|$96,250|—|$96,250|

| HOLT LAW, LLC|Other Service Provider|$96,250|—|$96,250|

| WARD, FISHER & CO LLP|Other Service Provider|$15,900|—|$15,900|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $208,400

- **Estimated Expense Ratio:** 22.804% 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|$306,072|—|—|$15,900|—|

| 2024|$58,759|—|—|$15,100|—|

| 2023|$62,126|—|—|—|—|

| 2022|$61,951|—|—|—|$12,100|

## Similar Plans

- [Trustees Of I.U.O.E. Local 57](https://planprovider.pro/companies/trustees-of-i-u-o-e-local-57-plan) — 1,801 participants

- [Board Of Trustees Iuoe Local 57](https://planprovider.pro/companies/board-of-trustees-iuoe-local-57-plan) — 1,347 participants

- [I.U.O.E. Local 57 Health And](https://planprovider.pro/companies/i-u-o-e-local-57-health-and-050269242-501) — 1,045 participants

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