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Original filing (PDF)20260216122446NAL0005399536002
VACATION FUND OF ENGINEERS LOCAL 513 OF OPERATING ENGINEERS
Form 5500
FILING_RECEIVED
VACATION FUND OF OPERATING ENGINEERS LOCAL 513
Health & welfare plan
Signals · 2
~122 bps in Sched C feesNo recordkeeper disclosed
Active participants
3,474
Accounts w/ balance
—
Plan assets (EOY)
$5.0M
Net assets (EOY)
$347K
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
- 122 bps in Schedule C fees — 134% above peer band of 52 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 VACATION FUND OF ENGINEERS LOCAL 513 OF OPERATING ENGINEERS.
Plan sponsor
Name
VACATION FUND OF ENGINEERS LOCAL 513 OF OPERATING ENGINEERS
EIN
46-6196259
Address
3449 HOLLENBERG DRIVE · BRIDGETON, MO · 63044
Phone
(314) 739-2973
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-16
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 38-2383171 | — | NONE | $37K | — |
| ANDERS MINKLER HUBER HELM LLP | 43-0831507 | — | NONE | $13K | — |
| LOCAL 513 | 43-0338091 | — | COMMON AFFILIATION | $11K | — |
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.