# Bd Of Trustees Operating Engineers Local 66 Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/bd-of-trustees-operating-engineers-local-66-welfare-fund-251187299-501

> Bd Of Trustees Operating Engineers Local 66 Welfare Fund's 401(k) plan: 3,637 participants, plan year 2025 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2025.

## 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|

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