Operating Engineers Local 66 Annuity And Savings Fund — Form 5500 plan (Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund)
Plain-English plan 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, Operating Engineers Local 66 Annuity And Savings Fund is a benefit plan reported by Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund under EIN 25-6271522 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,088 participants and $268,446,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund
- EIN
- 25-6271522
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 10,088
- End-of-year plan assets
- $268,446,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,088 | H, C | 20240625123341NAL0008027073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $268,446,257
- Total liabilities (EOY)
- $97,619
- Net assets (EOY)
- $268,348,638
- Net assets (BOY)
- $246,057,587
Income & contributions
- Employer contributions
- $24,548,184
- Total contributions
- $24,548,184
- Total income / additions
- $46,543,326
Expenses & distributions
- Benefits paid
- $23,324,559
- Administrative expenses
- $927,716
- Total expenses
- $24,252,275
- Net increase / (decrease)
- $22,291,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $379,613 | not reported in the loaded dataset | 2023 |
| Andco | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $22,445 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $17,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Andco — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation