# Board Of Trustees Operating Eng. Local 66 Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-operating-eng-local-66-benefit-fund-251468610-501

> Board Of Trustees Operating Eng. Local 66 Benefit Fund's Health & Welfare plan: 3,637 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Operating Eng. Local 66 Benefit Fund

- **Sponsor EIN:** 251468610

- **Sponsor Address:** 111 ZETA DR FL 1, PITTSBURGH, PA, 152382811

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,637

- **Total Assets:** $29.3M

## 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|$29.3M|$0|$0|

| 2024|3,582|$26.8M|$323,866|$0|

| 2023|3,585|$25.3M|$331,032|$0|

| 2022|3,733|$23.4M|$328,475|$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|

| MANNING & NAPIER|Other Service Provider|$37,313|—|$37,313|

| MARINER INSTITUTIONAL, LLC|Other Service Provider|$18,000|—|$18,000|

| PNC BANK|Other Service Provider|$13,416|—|$13,416|

| DICLAUDIO & KRAMER, LLC|Other Service Provider|$12,500|—|$12,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,229

- **Estimated Expense Ratio:** 0.277% 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|$418,696|$55,314|—|$12,500|—|

| 2024|$99,391|$52,100|—|$12,500|—|

| 2023|$95,667|$49,570|—|$12,500|—|

| 2022|$100,139|$63,440|—|—|$16,537|

## Similar Plans

- [Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund](https://planprovider.pro/companies/bd-of-tr-oper-eng-cons-industry-miscellaneous-pension-fund-plan) — 10,308 participants

- [I.A.T.S.E. Local 489](https://planprovider.pro/companies/i-a-t-s-e-local-489-822883853-501) — 571 participants

- [Worth & Company, INC.](https://planprovider.pro/companies/worth-company-inc-232251312-501) — 504 participants

- [Board Of Trustees Cement Masons Local 526 Supplemental Income Fund](https://planprovider.pro/companies/board-of-trustees-cement-masons-local-526-supplemental-income-fund-237071390-501) — 472 participants

- [Board Of Trustees Insulators Local No. 2 Welfare Fund](https://planprovider.pro/companies/board-of-trustees-insulators-local-no-2-welfare-fund-256030310-501) — 370 participants

- [David H Martin Excavating INC](https://planprovider.pro/companies/david-h-martin-excavating-inc-251564223-504) — 293 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-operating-eng-local-66-benefit-fund-251468610-501)

© 2026 PlanProvider.Pro