# Optimus Steel LLC Beaumont, Texas Retiree Health Benefit Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/optimus-steel-llc-beaumont-texas-retiree-health-benefit-plan-827024084-501

> Optimus Steel LLC Beaumont, Texas Retiree Health Benefit Plan's Health & Welfare plan: 16 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Optimus Steel LLC Beaumont, Texas Retiree Health Benefit Plan

- **Sponsor EIN:** 827024084

- **Sponsor Address:** 60 BLVD. OF THE ALLIES, 5TH FL, PITTSBURGH, PA, 15222

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 16

- **Total Assets:** $19.3M

## 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|16|$19.3M|$100,922|$232,843|

| 2023|19|$18.1M|$97,573|$274,558|

| 2022|34|$16.5M|$97,077|$294,924|

## 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|

| T. ROWE PRICE ASSOCIATES, INC.|Investment Advisor|$59,775|—|$59,775|

| CALIBRE CPA GROUP PLLC|Auditor|$26,245|—|$26,245|

| CENTRAL DATA SERVICES, INC.|Recordkeeper|$18,681|—|$18,681|

| MILLIMAN, INC.|Actuary|$16,800|—|$16,800|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Actuary

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,501

- **Estimated Expense Ratio:** 0.629% 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|$136,007|$59,775|$18,681|$26,245|—|

| 2023|$135,439|$55,571|$18,474|$26,226|—|

| 2022|$136,992|$54,335|$21,225|—|$61,432|

## Similar Plans

- [Board Of Trustees Agma Retirement Plan](https://planprovider.pro/companies/board-of-trustees-agma-retirement-plan-plan) — 8,463 participants

- [Teamsters Local No. 623 Legal Services Fund](https://planprovider.pro/companies/teamsters-local-no-623-legal-services-fund-232224686-501) — 4,084 participants

- [Employment Partners Benefits Fund Board Of Trustees](https://planprovider.pro/companies/employment-partners-benefits-fund-board-of-trustees-251000614-501) — 3,623 participants

- [Laborers' District Council Construction Industry Pension Fund](https://planprovider.pro/companies/laborers-district-council-construction-industry-pension-fund-236235338-001) — 2,817 participants

- [Laborers' District Council Heavy & Highway Health & Welfare Fund](https://planprovider.pro/companies/laborers-district-council-heavy-highway-health-welfare-fund-231527636-501) — 2,624 participants

- [Laborers' District Council Building & Construction Health & Welfare Fu](https://planprovider.pro/companies/laborers-district-council-building-construction-health-welfare-fu-231575634-501) — 2,067 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/optimus-steel-llc-beaumont-texas-retiree-health-benefit-plan-827024084-501)

© 2026 PlanProvider.Pro