# Board Of Trustees General Building Local 66 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-general-building-local-66-pension-fund-111974385-001

> Board Of Trustees General Building Local 66 Pension Fund's DB plan: 561 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees General Building Local 66 Pension Fund

- **Sponsor EIN:** 111974385

- **Sponsor Address:** 1600 WALT WHITMAN ROAD, MELVILLE, NY, 11747

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 561

- **Total Assets:** $218.1M

## 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.|

| 2024|561|$218.1M|$7.6M|$0|

| 2023|562|$207.9M|$7.0M|$0|

| 2022|739|$186.9M|$7.0M|$0|

## 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|

| LSV ASSET MANAGEMENT|Other Service Provider|$390,676|—|$390,676|

| THE SEGAL CO.(EASTERN STATES), INC.|Other Service Provider|$110,818|—|$110,818|

| SCHULTHEIS & PANETTIERI LLP|Auditor|$96,837|—|$96,837|

| ASB CAPITAL MANAGEMENT LLC|Other Service Provider|$81,532|—|$81,532|

| DAHAB ASSOCIATES INC|Other Service Provider|$57,927|—|$57,927|

| LAZARD ASSET MANAGEMENT LLC|Other Service Provider|$49,421|—|$49,421|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$44,688|—|$44,688|

| HIGH LEVEL TECHNOLOGIES INC|Other Service Provider|$41,236|—|$41,236|

| PROSKAUER ROSE LLP|Other Service Provider|$37,253|—|$37,253|

| STATE STREET GLOBAL ADVISORS TRUST|Other Service Provider|$27,144|—|$27,144|

| LAVELLE LAW & ASSOCIATES PC|Other Service Provider|$21,600|—|$21,600|

| HANCOCK WHITNEY|Other Service Provider|$16,501|—|$16,501|

| CS MCKEE|Other Service Provider|$9,571|—|$9,571|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $985,204

- **Estimated Expense Ratio:** 0.452% 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|

| 2024|$1,526,234|$666,553|—|$60,991|—|

| 2023|$1,540,703|$658,700|—|$55,683|—|

| 2022|$1,669,626|$786,480|—|—|$336,876|

## Similar Plans

- [Board Of Trustees Local 713 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-713-annuity-fund-plan) — 27,615 participants

- [Board Of Trustees Local 713 Health & Wel](https://planprovider.pro/companies/board-of-trustees-local-713-health-wel-116490308-501) — 15,283 participants

- [Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio](https://planprovider.pro/companies/bd-of-trustees-annuity-fund-of-the-iuoe-lcl-union-94-94a-94b-afl-cio-plan) — 5,885 participants

- [Excavators Union Pension Fund Loca](https://planprovider.pro/companies/excavators-union-pension-fund-loca-plan) — 5,553 participants

- [Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio](https://planprovider.pro/companies/bd-of-trust-health-benefit-trust-fd-of-iuoe-lcl-94-94a-94b-afl-cio-136674743-501) — 5,332 participants

- [Bd Of Trustees Iuoe Local 30 Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-iuoe-local-30-annuity-fund-plan) — 5,154 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-general-building-local-66-pension-fund-111974385-001)

© 2026 PlanProvider.Pro