Plan Snapshot
- Plan Sponsor: Trustees -Operating Engineers Local 139 Defined Contribution Annuity F
- Sponsor EIN: 866489984
- Sponsor Address: PO BOX 160, PEWAUKEE, WI, 530720130
- Plan Type: DC
- Plan Number: 001
- Total Participants: 9,375
- Total Assets: $59.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,375 | $59.7M | $22.1M | $0 |
| 2023 | 8,450 | $34.1M | $16.9M | $0 |
| 2022 | 6,242 | $14.0M | $10.0M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | Recordkeeper | $457,769 | — | $457,769 |
| BENESYS | Other Service Provider | $39,433 | — | $39,433 |
| CALIBRE CPA GROUP PLLC | Auditor | $11,000 | — | $11,000 |
| CONSTRUCTION BUSINESS GROUP | Other Service Provider | $9,963 | — | $9,963 |
| REINHART BOERNER VAN DEUREN S.C. | Other Service Provider | $8,156 | — | $8,156 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SERVIC — Recordkeeper
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $526,321
- Estimated Expense Ratio: 0.881% 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 | $537,242 | $3,000 | $497,202 | $11,000 | — |
| 2023 | $502,912 | $3,000 | $478,220 | $9,500 | — |
| 2022 | $356,772 | $3,000 | $334,737 | — | $13,762 |