Plan Snapshot
- Plan Sponsor: Trustees Of Operating Engineers Local 148 Health
- Sponsor EIN: 436058032
- Sponsor Address: 11000 LIN VALLE DRIVE, ST. LOUIS, MO, 63123
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 100
- Total Assets: $5.8M
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 | 100 | $5.8M | $2.6M | $23,976 |
| 2023 | 120 | $5.6M | $2.8M | $6,840 |
| 2022 | 120 | $4.7M | $2.6M | $20,460 |
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 |
|---|---|---|---|---|
| OPTUM RX INC. | Other Service Provider | $1,183,571 | $1,710 | $1,185,281 |
| OPERATING ENGINEERS LOCAL 148 | Other Service Provider | $130,802 | — | $130,802 |
| MERITAIN HEALTH | Other Service Provider | $45,947 | — | $45,947 |
| BURR OAK CONSULTING LLC | Other Service Provider | $38,927 | — | $38,927 |
| ANDERS | Auditor | $33,412 | — | $33,412 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | $25,040 | — | $25,040 |
| HAMMOND AND SHINNERS, PC | Other Service Provider | $17,894 | — | $17,894 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,477,303
- Estimated Expense Ratio: 25.622% 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 | $321,351 | $4,699 | $54,554 | $36,969 | — |
| 2023 | $318,246 | — | $62,161 | $39,190 | — |
| 2022 | $322,813 | — | $56,996 | — | $93,253 |