Plan Snapshot
- Plan Sponsor: Trustees Of Operating Engineers Local 112 Health & Welfare Trust
- Sponsor EIN: 261382332
- Sponsor Address: 2716 S. RANGELINE RD, ANDERSON, IN, 46017
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 533
- Total Assets: $60.8M
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 | 533 | $60.8M | $8.2M | $0 |
| 2023 | 533 | $58.2M | $9.0M | $0 |
| 2022 | 515 | $54.4M | $7.5M | $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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $763,119 | — | $763,119 |
| IUOE LOCAL 112 | Other Service Provider | $268,735 | — | $268,735 |
| BURR OAK CONSULTING | Other Service Provider | $65,371 | — | $65,371 |
| CLIFTONLARSONALLEN LLP | Auditor | $60,877 | — | $60,877 |
| JOHNSON INVESTMENT COUNSEL, INC. | Other Service Provider | $53,480 | — | $53,480 |
| SEIX INVESTMENT ADVISORS | Other Service Provider | $27,162 | — | $27,162 |
| NETFIDELIS, INC. | Other Service Provider | $23,815 | — | $23,815 |
| HAMMOND & SHINNERS PC | Other Service Provider | $19,720 | — | $19,720 |
| INVESTMENT CONSULTING SERVICES, LLC | Other Service Provider | $17,750 | — | $17,750 |
| AMALGAMATED BANK | Other Service Provider | $13,295 | — | $13,295 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,313,324
- Estimated Expense Ratio: 2.161% 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 | $1,364,717 | $105,021 | $763,119 | $60,877 | — |
| 2023 | $1,022,455 | $89,174 | $481,255 | $74,332 | — |
| 2022 | $1,156,208 | $101,501 | $621,833 | — | $103,722 |