# Trustees Of The International Union Of Operating Engineers DC Plan
Source: https://planprovider.pro/companies/trustees-of-the-international-union-of-operating-engineers-350416012-001

> Trustees Of The International Union Of Operating Engineers's DC plan: 5,026 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 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.](https://planprovider.pro/provider/sackrider-and-company-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|

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