2023 Form 5500 filing — Operating Engineers Local 66 Annuity And Savings Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625123341NAL0008027073001) for Operating Engineers Local 66 Annuity And Savings Fund, reported by Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund under EIN 25-6271522 and plan number 001. It reports 10,088 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625123341NAL0008027073001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund
- EIN
- 25-6271522
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 10,088
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $268,446,257
- Total liabilities (EOY)
- $97,619
- Net assets (EOY)
- $268,348,638
- Employer contributions
- $24,548,184
- Total income / additions
- $46,543,326
- Benefits paid
- $23,324,559
- Administrative expenses
- $927,716
- Total expenses
- $24,252,275
- Net increase / (decrease)
- $22,291,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $379,613 | not reported in the loaded dataset |
| Andco | NONE | $40,000 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $22,445 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $17,000 | not reported in the loaded dataset |