# Operating Engineers Public And Misc Employees Health & Welfare Trust F Health & Welfare Plan
Source: https://planprovider.pro/companies/operating-engineers-public-and-misc-employees-health-welfare-trust-f-942567865-501

> Operating Engineers Public And Misc Employees Health & Welfare Trust F's Health & Welfare plan: 819 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Operating Engineers Public And Misc Employees Health & Welfare Trust F

- **Sponsor EIN:** 942567865

- **Sponsor Address:** 1141 HARBOR BAY PARKWAY, SUITE 100, ALAMEDA, CA, 94502

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 819

- **Total Assets:** $25.4M

## 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|819|$25.4M|$19.1M|$628,545|

| 2023|814|$23.5M|$17.1M|$710,639|

| 2022|900|$19.3M|$14.8M|$840,050|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$354,167|—|$354,167|

| ANTHEM BLUE CROSS OF CA|Other Service Provider|$182,644|—|$182,644|

| MIKE MCCALL|Other Service Provider|$157,106|—|$157,106|

| SEGAL COMPANY|Recordkeeper|$101,014|$41,439|$142,453|

| ZELIS|Other Service Provider|$116,123|—|$116,123|

| MILLER KAPLAN ARASE LLP|Auditor|$65,971|—|$65,971|

| DELTA DENTAL OF CALIFORNIA|Other Service Provider|$65,800|—|$65,800|

| PHARMACY BENEFIT SOLUTIONS|Other Service Provider|$61,200|—|$61,200|

| WEINBERG, ROGER & ROSENFELD|Other Service Provider|$53,946|—|$53,946|

| OPTUM RX|Other Service Provider|$41,425|—|$41,425|

| EIDE BAILLY, LLP|Auditor|$35,000|—|$35,000|

| DENVER MANAGEMENT ADVISORS INC|Other Service Provider|$22,000|—|$22,000|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$21,259|—|$21,259|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$15,000|—|$15,000|

| INCOME RESEARCH & MANAGEMENT|Other Service Provider|$14,542|—|$14,542|

| VISION SERVICE PLAN|Other Service Provider|$12,758|—|$12,758|

| AUSTRIS RUNGIS|Custodian / Trustee|$9,987|—|$9,987|

| OPERATING ENGINEERS LOCAL 3|Other Service Provider|$9,691|—|$9,691|

| GREGORY RAMIREZ|Custodian / Trustee|$8,319|—|$8,319|

| BOEHM AND ASSOCIATES|Other Service Provider|—|$6,473|$6,473|

| STEPHEN HORN INSURANCE|Investment Advisor|—|$6,079|$6,079|

### Verified Provider Profiles

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

- [SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [EIDE BAILLY, LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [STEPHEN HORN INSURANCE](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,401,943

- **Estimated Expense Ratio:** 5.528% 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|$1,600,773|$50,801|$340,787|$35,000|—|

| 2023|$1,539,107|$43,061|$349,558|$36,000|—|

| 2022|$1,470,702|$24,236|$1,107,096|—|$203,843|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/operating-engineers-public-and-misc-employees-health-welfare-trust-f-942567865-501)

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