Original filing (PDF)20250708121834NAL0003953841001

BD of Trustees Operating Engineers Local 66 Welfare Fund

Name: BD of Trustees Operating Engineers Local 66 Welfare Fund — Form 5500 Plan 501 (2024)
Creator: BD of Trustees Operating Engineers Local 66 Welfare Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Operating Engineers Local 66 Welfare Fund

Health & welfare plan · BD of Trustees Operating Engineers Local 66 Welfare Fund's Operating Engineers Local 66 Welfare Fund held $296.7M in plan assets for 3,582 participants in 2024.

Signals · 3

~96 bps in Sched C feesNo recordkeeper disclosed8 service providers

Active participants

3,582

Accounts w/ balance

—

Plan assets (EOY)

$296.7M

Net assets (EOY)

$289.5M

Plan identifiers

BD of Trustees Operating Engineers Local 66 Welfare Fund's EIN is 25-1187299.

EIN 25-1187299

Plan number 501

Plan year 2024

ACK ID 20250708121834NAL0003953841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BD of Trustees Operating Engineers Local 66 Welfare Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BD of Trustees Operating Engineers Local 66 Welfare Fund's plan includes health coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BD OF TRUSTEES OPERATING ENGINEERS LOCAL 66 WELFARE FUND.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

BD OF TRUSTEES OPERATING ENGINEERS LOCAL 66 WELFARE FUND

EIN

all filings

Address

111 ZETA DR FL 1 · PITTSBURGH, PA · 152382811

Phone

(412) 968-9750

Industry

Construction

Plan administrator

Name

BD OF TRUSTEES OPERATING ENGINEERS LOCAL 66 WELFARE FUND

EIN

25-1187299

City

PITTSBURGH, PA

Phone

(412) 968-9750

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Welfare benefit codes

4A · Health (other than dental or vision)

4E · Vision

4F · Temporary disability (accident and sickness)

4L · Death benefits (include travel accident but not life insurance)

4Q · Other

Audit & trust (Schedule H)

Auditor

DICLAUDIO & KRAMER, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC ADVISORS	25-1197336	—	NONE	$56K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HIGHMARK, INC	23-1294723	—	NONE	$2.4M

Investments

1 pooled fund· $7.7M(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.