Operating Engineers Local 66 Welfare Fund — Form 5500 plan (Bd Of Trustees Operating Engineers Local 66 Welfare 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 Welfare Fund is a benefit plan reported by Bd Of Trustees Operating Engineers Local 66 Welfare Fund under EIN 25-1187299 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,771 participants and $280,515,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Operating Engineers Local 66 Welfare Fund
- EIN
- 25-1187299
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 4,771
- End-of-year plan assets
- $280,515,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,771 | H, C | 20240729093809NAL0019195889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $280,515,866
- Total liabilities (EOY)
- $6,632,153
- Net assets (EOY)
- $273,883,713
- Net assets (BOY)
- $253,194,233
Income & contributions
- Employer contributions
- $63,806,617
- Participant contributions
- $2,394,845
- Total contributions
- $66,201,462
- Total income / additions
- $86,274,785
Expenses & distributions
- Benefits paid
- $64,229,612
- Administrative expenses
- $1,355,693
- Total expenses
- $65,585,305
- Net increase / (decrease)
- $20,689,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark, Inc | NONE | $2,569,010 | $0 | 2023 |
| Manning & Napier | NONE | $147,986 | $0 | 2023 |
| The Segal Company | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic And Scott | NONE | $59,364 | not reported in the loaded dataset | 2023 |
| Pnc Advisors | NONE | $51,310 | $0 | 2023 |
| Andco | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| National Vision Administrators | NONE | $22,731 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Operating Engineers Local 66 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Highmark, Inc — Schedule C compensation
- Manning & Napier — Schedule C compensation
- The Segal Company — Schedule C compensation
- Meyer, Unkovic And Scott — Schedule C compensation
- Pnc Advisors — Schedule C compensation
- Andco — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- National Vision Administrators — Schedule C compensation