Plan Snapshot
- Plan Sponsor: Trustees Of The International Union Of Operating Engineers
- Sponsor EIN: 350416012
- Sponsor Address: 1100 POPLAR ST., TERRE HAUTE, IN, 478074566
- Plan Type: DC
- Plan Number: 001
- Total Participants: 5,026
- Total Assets: $160.8M
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 | 5,026 | $160.8M | $14.4M | $0 |
| 2023 | 4,760 | $143.7M | $11.8M | $0 |
| 2022 | 4,510 | $128.7M | $11.6M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | Other Service Provider | $271,240 | — | $271,240 |
| TONYA KINCAID | Other Service Provider | $126,141 | — | $126,141 |
| ALEXIS SUTLIFF | Other Service Provider | $73,554 | — | $73,554 |
| LAKEN ALLEN | Other Service Provider | $73,554 | — | $73,554 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $71,899 | — | $71,899 |
| SACKRIDER & CO., INC. | Auditor | $54,991 | — | $54,991 |
| FIRST STATE TRUST CO. | Other Service Provider | $35,091 | — | $35,091 |
| DIANA BOYD | Other Service Provider | $24,600 | — | $24,600 |
| CATHY DAUGHERTY | Other Service Provider | $13,179 | — | $13,179 |
| STELLA HIGGINS | Other Service Provider | $12,769 | — | $12,769 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $12,300 | — | $12,300 |
| WRIGHT, SHAGLEY, LOWERY | Other Service Provider | $5,552 | — | $5,552 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SACKRIDER & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $774,870
- Estimated Expense Ratio: 0.482% 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 | $1,117,336 | $316,450 | — | $63,276 | — |
| 2023 | $1,034,930 | $289,700 | — | $63,497 | — |
| 2022 | $974,980 | $270,136 | — | — | $70,958 |