Plan Snapshot
- Plan Sponsor: Pension Bd Of The General Pension Plan Of The Int'L Union Of Operating
- Sponsor EIN: 526124299
- Sponsor Address: 1125 17TH STREET, N.W., WASHINGTON, DC, 200364709
- Plan Type: DB
- Total Participants: 2,198
- Total Assets: $1.2B
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 | 2,198 | $1.2B | $49.5M | $0 |
| 2023 | 2,205 | $1.1B | $48.4M | $0 |
| 2022 | 2,125 | $1.0B | $46.9M | $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 |
|---|---|---|---|---|
| FULLER AND THALER | Other Service Provider | $722,402 | — | $722,402 |
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $483,884 | — | $483,884 |
| CHRISTOPHER HANLEY | Other Service Provider | $342,840 | — | $342,840 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $215,138 | — | $215,138 |
| THE SEGAL COMPANY | Other Service Provider | $212,640 | — | $212,640 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $187,407 | — | $187,407 |
| IFM INVESTORS PTY LTD | Other Service Provider | — | $181,660 | $181,660 |
| CORINNE KOCH | Other Service Provider | $181,040 | — | $181,040 |
| INTL UNION OF OPERATING ENGINEERS | Other Service Provider | $161,597 | — | $161,597 |
| REAMS ASSET MANAGEMENT | Other Service Provider | $149,489 | — | $149,489 |
| CAROL SKOPP | Other Service Provider | $135,194 | — | $135,194 |
| PRUDENTIAL INSURANCE COMPANY | Recordkeeper | $121,509 | — | $121,509 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | $120,000 | — | $120,000 |
| CALIBRE CPA GROUP PLLC | Auditor | $114,110 | — | $114,110 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $90,860 | — | $90,860 |
| SHIPSHAPE IT | Other Service Provider | $64,871 | — | $64,871 |
| STATE STREET BANK & TRUST COMPANY | Other Service Provider | $63,625 | — | $63,625 |
| INSIGHT SYSTEMS CORPORATION | Other Service Provider | $44,595 | — | $44,595 |
| MOUNT VERNON PRINTING COMPANY | Other Service Provider | $36,786 | — | $36,786 |
| EMILY BRADFORD-BENESH | Other Service Provider | $36,202 | — | $36,202 |
| BANK OF AMERICA | Other Service Provider | $25,687 | — | $25,687 |
| KELLY PRESS, INC. | Other Service Provider | $18,090 | — | $18,090 |
| RAIN NETWORKS | Other Service Provider | $14,963 | — | $14,963 |
| CATHEDRAL CORPORATION | Other Service Provider | $7,445 | — | $7,445 |
| KONICA MINOLTA | Other Service Provider | $6,131 | — | $6,131 |
| MEDITOLOGY SERVICES | Other Service Provider | $5,475 | — | $5,475 |
| PENSION BENEFIT INFORMATION | Other Service Provider | $5,467 | — | $5,467 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE COMPANY — Recordkeeper
- GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
- 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: $3,749,107
- Estimated Expense Ratio: 0.305% 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 | $4,481,560 | $2,334,627 | — | $89,880 | — |
| 2023 | $3,972,373 | $2,037,602 | $925,582 | $97,211 | — |
| 2022 | $3,374,572 | $1,348,169 | $891,511 | — | $282,604 |