Original filing (PDF)20251003123511NAL0001393409001

ENGINEERS OPERATING AFL- CIO LOCAL 513

Name: ENGINEERS OPERATING AFL- CIO LOCAL 513 — GENERAL MEMBERSHIP WELFARE PLAN LOCALS 513, 513A, 513B, 513C, 513D, 513R, 513E, Form 5500 (2024)
Creator: ENGINEERS OPERATING AFL- CIO LOCAL 513

Form 5500

FILING_RECEIVED

GENERAL MEMBERSHIP WELFARE PLAN LOCALS 513, 513A, 513B, 513C, 513D, 513R, 513E

Health & welfare plan

Signals · 3

100% in single holding~199 bps in Sched C feesNo recordkeeper disclosed

Active participants

3,342

Accounts w/ balance

—

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGINEERS OPERATING AFL- CIO LOCAL 513.

Plan sponsor

Name

ENGINEERS OPERATING AFL- CIO LOCAL 513

EIN

43-0338091

Address

3449 HOLLENBERG DRIVE · BRIDGETON, MO · 630442406

Phone

(314) 739-3983

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

BOARD OF TRUSTEES OF THE GENERAL WELFARE PLAN

EIN

43-0338091

City

BRIDGETON, MO

Phone

(314) 739-3983

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Welfare benefit codes

4Q · Other

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLIFTONLARSONALLEN, LLP	41-0746749	ST. LOUIS, MO	NONE	$12K	—

Investments

1 direct security· $445K(72% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Matures November 10, 2025	—	—	$445K	$445K	72.0%

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