Original filing (PDF)20250605081506NAL0008366019001

BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 17 S.C.U.C. FUND

Name: BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 17 S.C.U.C. FUND — OPERATING ENGINEERS LOCAL 17 S.C.U.C. FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 17 S.C.U.C. FUND

Form 5500

FILING_RECEIVED

OPERATING ENGINEERS LOCAL 17 S.C.U.C. FUND

Health & welfare plan

Signals · 3

100% in single holding~193 bps in Sched C feesNo recordkeeper disclosed

Active participants

535

Accounts w/ balance

—

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 17 S.C.U.C. FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 17 S.C.U.C. FUND

EIN

22-2712716

Address

5959 VERSAILLES ROAD · LAKEVIEW, NY · 14085

Phone

(716) 627-2648

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Welfare benefit codes

4Q · Other

Audit & trust (Schedule H)

Auditor

ARCARA LENDA EUSANIO & STACEY CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARCARA LENDA EUSANIO & STACEY CPAS	47-1793720	—	NONE	$6K	—

Investments

1 direct security· $309K(99% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Face Value/ No. of Shares * Wilmington US Gov Money Market Fund 309,316 Units	—	—	—	$309K	99.3%

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