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Original filing (PDF)20251014142601NAL0003012817001
BOARD OF TRUSTEES OPERATING ENGINEERS 112 DEFINED CONTRIBUTION PENSION
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS LOCAL 112 DEFINED CONTRIBUTION PENSION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,025
Accounts w/ balance
1,131
Plan assets (EOY)
$60.8M
Net assets (EOY)
$60.2M
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
- 40 bps in Schedule C fees — 150% 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 BOARD OF TRUSTEES OPERATING ENGINEERS 112 DEFINED CONTRIBUTION PENSION.
Plan sponsor
Name
BOARD OF TRUSTEES OPERATING ENGINEERS 112 DEFINED CONTRIBUTION PENSION
EIN
46-1563622
Address
2716 S RANGELINE ROAD · ANDERSON, IN · 460170000
Phone
(765) 643-5112
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON INVESTMENT COUNSEL | — | CINCINNATI, OH | NONE | $51K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $50K | — |
| MILLIMAN | 91-0675641 | — | NONE | $44K | — |
| IUOE LOCAL 112 | 45-0546196 | — | NONE | $34K | — |
| SEIX INVESTMENT ADVISORS | — | PARK RIDGE, NJ | NONE | $27K | — |
| INVESTMENT CONSULTING SERVICES, LLC | 32-0016703 | — | NONE | $14K | — |
| HAMMOND & SHINNERS PC | 43-1164305 | — | NONE | $12K | — |
| AMALGAMATED BANK | — | NEW YORK, NY | NONE | $10K | — |
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.
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