2023 Form 5500 filing — Operating Engineers Local 66 Benefit 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 20240628092224NAL0000423889001) for Operating Engineers Local 66 Benefit Fund, reported by Board Of Trustees Operating Eng. Local 66 Benefit Fund under EIN 25-1468610 and plan number 501. It reports 3,733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$25.1MReported net assets$25,050,649
Participants3.7K3,733
Provider compensation$75.6K5 Schedule C row(s)$75,558
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240628092224NAL0000423889001
Plan sponsor
Board Of Trustees Operating Eng. Local 66 Benefit Fund
EIN
25-1468610
Plan number
501
Location
Pittsburgh, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$25.3M total assets
Net assets$25.1MLiabilities$206.8K
Money in vs. money out
Total income / additions$2.5M
Total expenses$697.7K
Benefits paid / distributions$602K
Contributions
Employer$331K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$25,257,409
Total liabilities (EOY)
$206,760
Net assets (EOY)
$25,050,649
Employer contributions
$331,032
Total income / additions
$2,543,646
Benefits paid
$602,000
Administrative expenses
$95,667
Total expenses
$697,667
Net increase / (decrease)
$1,845,979
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $31.6K · Indirect $0
  2. 2
    NONE · Direct $18K
  3. 3
    Pnc Bank$12.6K
    NONE · Direct $12.6K · Indirect $0
  4. 4
    NONE · Direct $12.5K
  5. 5
    NONE · Direct $938

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240628092224NAL0000423889001 cover?
It is the 2023 Form 5500 filing for Operating Engineers Local 66 Benefit Fund, reported by Board Of Trustees Operating Eng. Local 66 Benefit Fund (EIN 25-1468610).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages