Back to filter
Original filing (PDF)20251014162411NAL0001679219002
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH
Form 5500
FILING_RECEIVED
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH & WELFARE FUND
Health & welfare plan
Signals · 3
~187 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
897
Accounts w/ balance
—
Plan assets (EOY)
$64.1M
Net assets (EOY)
$46.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 187 bps in Schedule C fees — 1067% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH.
Plan sponsor
Name
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH
DBA
WELFARE FUND
EIN
37-6046408
Address
1472 N GREEN MOUNT ROAD · OFALLON, IL · 62269
Phone
(618) 233-7978
Industry
Constructionsee all
Plan administrator
Name
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH & WELFARE FUND
EIN
37-6046408
City
OFALLON, IL
Phone
(618) 233-7978
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
SCHEFFEL BOYLE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL COMPANY | 13-1975125 | — | ACTUARY AND CONSULTANT | $104K | — |
| COMMERCE TRUST COMPANY | — | KANSAS CITY, MO | INVESTMENT MANAGER | $36K | — |
| F/M INVESTMENTS LLC | — | — | INVESTMENT MANAGER | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHEFFEL BOYLE | 37-1206530 | — | ACCOUNTANT | $31K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAMMOND & SHINNERS, P.C. | 43-1429257 | — | ATTORNEY | $19K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COM | 59-1031071 | — | SHARED ADMINISTRATION | $645K | — |
| RHONDA BAUER | 37-6046408 | — | EMPLOYEE | $87K | — |
| JULIE VISINTINE | 37-6046408 | — | EMPLOYEE | $51K | — |
| MELISSA BAUER | 37-6046408 | — | EMPLOYEE | $48K | — |
| JAYNA KING | 37-6046408 | — | EMPLOYEE | $46K | — |
| LYNN KAELIN | 37-6046408 | — | EMPLOYEE | $42K | — |
| LAURA SPROCK | 37-6046408 | — | EMPLOYEE | $42K | — |
| SYSTEMS DESIGN ASSOCIATES | 43-1228887 | — | COMPUTER CONSULTING | $23K | — |
| AMALGAMATED | 13-3860528 | — | MEDICAL CLAIM REVIEW | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.