Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees Oper Eng. Loc 66 Annuity and Savings FundProfit-sharing plan

OPERATING ENGINEERS LOCAL 66 ANNUITY AND SAVINGS FUND · PITTSBURGH, PA · plan year 2025

Reported admin expense ratio · 2025
0.31%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund reported $919,147 in plan administrative expenses for 2025: 0.31% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,240 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.36% to 0.31%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other construction employers. By assets it is the 207th-largest of 3,651 plans among Pennsylvania employers on file, and the 227th of 5,337 in construction.

Plan summary
Net assets, end of year$312,009,086
Participants with balances9,294
Active participants8,633
Employer contributions$27,968,349
Employee contributions—
Employer contribution per active participant$3,240
Average account balance$33,571
Benefits paid to participants$29,210,756
Plan auditUnmodified (clean) audit opinion
AuditorDICLAUDIO & KRAMER, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$312.0M · 9,294 accts · $28.0M emplr
2024$289.8M · 9,378 accts · $25.7M emplr
2023$268.3M · 9,562 accts · $24.5M emplr
2022$246.1M · 10,088 accts · $25.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$362,605
Investment management$40,000
Audit (IQPA)$17,000
Total administrative$919,147
Employer contributions to the Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund plan · 2025
Employer contribution per active participant$3,240
Median for plans this size$4,295
2025$3,240 per active participant
2024$2,929 per active participant
2023$2,747 per active participant
2022$2,653 per active participant

Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund's 2025 employer contribution ran below the $4,295 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping$362,605
MARINER INSTITUTIONAL, LLC · Investment advisory (plan)$40,000
DICLAUDIO & KRAMER, LLC · Accounting / audit$17,000
MEYER, UNKOVIC & SCOTT · Legal$5,325

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$919,147 · 0.31%
2024$958,524 · 0.34%
2023$927,716 · 0.36%
2022$920,497 · 0.36%
Similar plansConstruction · Pennsylvania
Pjtc Holdings, Inc. PA$320.2M · 0.04%
Allan Myers, Inc. PA$239.9M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 256271522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.