2023 Form 5500 filing — Operating Engineers Local 66 Welfare 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 20240729093809NAL0019195889001) for Operating Engineers Local 66 Welfare Fund, reported by Bd Of Trustees Operating Engineers Local 66 Welfare Fund under EIN 25-1187299 and plan number 501. It reports 4,771 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729093809NAL0019195889001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Operating Engineers Local 66 Welfare Fund
- EIN
- 25-1187299
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 4,771
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $280,515,866
- Total liabilities (EOY)
- $6,632,153
- Net assets (EOY)
- $273,883,713
- Employer contributions
- $63,806,617
- Participant contributions
- $2,394,845
- Total income / additions
- $86,274,785
- Benefits paid
- $64,229,612
- Administrative expenses
- $1,355,693
- Total expenses
- $65,585,305
- Net increase / (decrease)
- $20,689,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark, Inc | NONE | $2,569,010 | $0 |
| Manning & Napier | NONE | $147,986 | $0 |
| The Segal Company | NONE | $70,000 | not reported in the loaded dataset |
| Meyer, Unkovic And Scott | NONE | $59,364 | not reported in the loaded dataset |
| Pnc Advisors | NONE | $51,310 | $0 |
| Andco | NONE | $40,000 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $25,000 | not reported in the loaded dataset |
| National Vision Administrators | NONE | $22,731 | not reported in the loaded dataset |