Plan Snapshot
- Plan Sponsor: Bd Of Trustees Operating Engineers Local 66 Welfare Fund
- Sponsor EIN: 251187299
- Sponsor Address: 111 ZETA DR FL 1, PITTSBURGH, PA, 152382811
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,637
- Total Assets: $317.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,637 | $317.3M | $0 | $0 |
| 2024 | 3,582 | $296.7M | $64.3M | $2.4M |
| 2023 | 3,585 | $280.5M | $63.8M | $2.4M |
| 2022 | 3,733 | $259.8M | $65.0M | $2.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HIGHMARK, INC | Other Service Provider | $2,100,204 | — | $2,100,204 |
| MANNING & NAPIER | Other Service Provider | $175,321 | — | $175,321 |
| THE SEGAL COMPANY | Other Service Provider | $70,000 | — | $70,000 |
| PNC ADVISORS | Other Service Provider | $59,570 | — | $59,570 |
| MARINER INSTITUTIONAL, LLC | Other Service Provider | $40,000 | — | $40,000 |
| DICLAUDIO & KRAMER, LLC | Other Service Provider | $25,000 | — | $25,000 |
| NATIONAL VISION ADMINISTRATORS | Other Service Provider | $24,780 | — | $24,780 |
| MEYER, UNKOVIC AND SCOTT | Other Service Provider | $13,546 | — | $13,546 |
| MARK SHEPLER | Other Service Provider | $9,162 | — | $9,162 |
| BRIAN WYDICK | Other Service Provider | $7,586 | — | $7,586 |
| BRANDEN LISCHNER | Other Service Provider | $7,524 | — | $7,524 |
| ROBERT KAHL | Other Service Provider | $7,036 | — | $7,036 |
| RICHARD LAMER | Other Service Provider | $6,115 | — | $6,115 |
| JON O'BRIEN | Other Service Provider | $5,610 | — | $5,610 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,551,454
- Estimated Expense Ratio: 0.804% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $76,737,702 | $215,321 | — | $25,000 | — |
| 2024 | $1,442,752 | $210,426 | — | $25,000 | — |
| 2023 | $1,355,693 | $187,986 | — | $25,000 | — |
| 2022 | $1,286,330 | $235,981 | — | — | $175,756 |