# Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-oper-eng-loc-66-annuity-and-savings-fund-plan

> Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund's DC plan: 8,768 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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

- **Total Participants:** 8,768

- **Total Assets:** $289.9M

## 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.|

| 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|NONE|$381,403|—|$381,403|

| MARINER INSTITUTIONAL, LLC|NONE|$40,000|—|$40,000|

| MEYER, UNKOVIC & SCOTT|NONE|$22,951|—|$22,951|

| DICLAUDIO & KRAMER, LLC|NONE|$17,000|—|$17,000|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SVCS](https://planprovider.pro/provider/john-hancock) — NONE

- [MEYER, UNKOVIC & SCOTT](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-kramer-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $461,354

- **Estimated Expense Ratio:** 0.159% 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|$958,524|$40,000|—|$17,000|—|

| 2023|$927,716|$40,000|—|$17,000|—|

| 2022|$920,497|$40,000|—|—|$60,721|

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