# Operating Engineers Local No 37 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/operating-engineers-local-no-37-health-welfare-fund-526039006-501

> Operating Engineers Local No 37 Health & Welfare Fund's Health & Welfare plan: 1,163 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Operating Engineers Local No 37 Health & Welfare Fund

- **Sponsor EIN:** 526039006

- **Sponsor Address:** 3615 NORTH POINT BOULEVARD NO C, BALTIMORE, MD, 21222

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,163

- **Total Assets:** $29.6M

## 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|1,163|$29.6M|$14.8M|$908,261|

| 2023|1,163|$28.9M|$13.9M|$913,173|

| 2022|1,100|$30.8M|$13.7M|$857,758|

## 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|

| DECISION SCIENCE, INC|Other Service Provider|$1,146,712|—|$1,146,712|

| LABOR FIRST (RETIREE HEALTH)|Other Service Provider|$230,774|—|$230,774|

| CAREFIRST NETWORK LEASING|Other Service Provider|$71,646|—|$71,646|

| MORGAN LEWIS|ERISA Attorney|$70,828|—|$70,828|

| CHARTWELL|Other Service Provider|$56,610|—|$56,610|

| AMERICAN REALTY ADVISORS|Other Service Provider|$44,957|—|$44,957|

| AMERICAN HEALTH HOLDINGS, INC.|Other Service Provider|$24,668|—|$24,668|

| BOLTON PARTNERS, INC.|Other Service Provider|$23,800|—|$23,800|

| CALIBRE CPA GROUP, PLLC|Auditor|$19,689|—|$19,689|

| CIGNA DENTAL HEALTH|Other Service Provider|$19,594|—|$19,594|

| INVESTMENT PERFORMANCE SERVICES|Other Service Provider|$15,500|—|$15,500|

| INTERCONTINENTAL RE FUND|Other Service Provider|$11,999|—|$11,999|

| DOYLE PRINTING|Other Service Provider|$8,704|—|$8,704|

| WEDGE CAPITAL MANAGEMENT|Other Service Provider|$7,403|—|$7,403|

| AMERICAN HEALTHCARE ALLIANCE|Other Service Provider|$7,215|—|$7,215|

### Verified Provider Profiles

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

- [MORGAN LEWIS](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [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:** $1,760,099

- **Estimated Expense Ratio:** 5.937% 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|$1,519,347|$148,627|$1,058,323|$18,850|—|

| 2023|$1,403,235|$160,891|$921,813|$34,800|—|

| 2022|$1,346,559|$162,637|$853,070|—|$151,924|

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