# Trustees Of Operating Engineers Local 148 Health 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-operating-engineers-local-148-health-436058032-501

> Trustees Of Operating Engineers Local 148 Health's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — 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|

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