# Welfare Fund Of Engineers Local Union 513 Health & Welfare Plan
Source: https://planprovider.pro/companies/welfare-fund-of-engineers-local-union-513-436071748-501

> Welfare Fund Of Engineers Local Union 513's Health & Welfare plan: 2,927 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Welfare Fund Of Engineers Local Union 513

- **Sponsor EIN:** 436071748

- **Sponsor Address:** 3449 HOLLENBERG DRIVE, BRIDGETON, MO, 63044

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,927

- **Total Assets:** $147.2M

## 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|2,927|$147.2M|$54.7M|$6.3M|

| 2023|2,799|$133.1M|$52.1M|$6.3M|

| 2022|2,711|$120.8M|$50.9M|$6.3M|

## 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|

| BENESYS, INC.|Other Service Provider|$1,148,214|—|$1,148,214|

| EVERSIDE HEALTH LLC|Other Service Provider|$869,432|—|$869,432|

| DELTA DENTAL|Other Service Provider|$163,727|—|$163,727|

| MILLIMAN USA|Recordkeeper|$99,000|—|$99,000|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$77,017|—|$77,017|

| LOCAL 513|Recordkeeper|$59,699|—|$59,699|

| VISION SERVICE PLAN|Other Service Provider|$55,317|—|$55,317|

| HARTNETT REYES-JONES|Other Service Provider|$53,666|—|$53,666|

| THE COMMERCE TRUST COMPANY|Other Service Provider|$53,067|—|$53,067|

| BOSTON TRUST WALDEN COMPANY|Other Service Provider|$34,128|—|$34,128|

| CONSTRUCTION DATA SERVICES|Other Service Provider|$31,302|—|$31,302|

| ANDERS MINKLER HUBER & HELM LLP|Auditor|$25,500|—|$25,500|

| NEPC, LLC|Recordkeeper|$20,450|—|$20,450|

| MEDEXPERT INTERNATIONAL INC|Other Service Provider|$19,000|—|$19,000|

| BRYAN CAVE LEIGHTON PAISNER LLC|ERISA Attorney|$9,900|—|$9,900|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN USA](https://planprovider.pro/provider/milliman) — Recordkeeper

- [ANDERS MINKLER HUBER & HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [BRYAN CAVE LEIGHTON PAISNER LLC](https://planprovider.pro/provider/bryan-cave-leighton-paisner-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,719,419

- **Estimated Expense Ratio:** 1.847% 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|$3,462,043|$179,731|$1,074,622|$25,500|—|

| 2023|$3,360,841|$176,077|$1,058,914|$29,588|—|

| 2022|$3,356,837|$172,175|$1,070,112|—|$211,135|

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