Plan Snapshot
- Plan Sponsor: Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund
- Sponsor EIN: 256271522
- Sponsor Address: 111 ZETA DR FL 1, PITTSBURGH, PA, 152382811
- Plan Type: DC
- Plan Number: 001
- Total Participants: 9,294
- Total Assets: $312.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 9,294 | $312.2M | $0 | $0 |
| 2024 | 8,768 | $289.9M | $25.7M | $0 |
| 2023 | 8,936 | $268.4M | $24.5M | $0 |
| 2022 | 9,501 | $246.1M | $25.2M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | Other Service Provider | $362,605 | — | $362,605 |
| MARINER INSTITUTIONAL, LLC | Other Service Provider | $40,000 | — | $40,000 |
| DICLAUDIO & KRAMER, LLC | Other Service Provider | $17,000 | — | $17,000 |
| MEYER, UNKOVIC & SCOTT | Other Service Provider | $5,325 | — | $5,325 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $424,930
- Estimated Expense Ratio: 0.136% 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 | $30,129,903 | $40,000 | — | $17,000 | — |
| 2024 | $958,524 | $40,000 | — | $17,000 | — |
| 2023 | $927,716 | $40,000 | — | $17,000 | — |
| 2022 | $920,497 | $40,000 | — | — | $60,721 |