Original filing (PDF)20250613131450NAL0030082176001

Board of Trustees OPER ENG. LOC 66 Annuity and Savings Fund

Name: Board of Trustees OPER ENG. LOC 66 Annuity and Savings Fund — Form 5500 Plan 001 (2024)
Creator: Board of Trustees OPER ENG. LOC 66 Annuity and Savings Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Operating Engineers Local 66 Annuity and Savings Fund

Defined-contribution retirement plan · Board of Trustees OPER ENG. LOC 66 Annuity and Savings Fund's Operating Engineers Local 66 Annuity and Savings Fund held $289.9M in plan assets for 8,768 participants in 2024, with John Hancock as recordkeeper.

Signals · 1

100% in single holding

Active participants

8,768

Accounts w/ balance

9,378

Plan assets (EOY)

$289.9M

Net assets (EOY)

$289.8M

Plan identifiers

Board of Trustees OPER ENG. LOC 66 Annuity and Savings Fund's EIN is 25-6271522.

EIN 25-6271522

Plan number 001

Plan year 2024

ACK ID 20250613131450NAL0030082176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Board of Trustees OPER ENG. LOC 66 Annuity and Savings Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Board of Trustees OPER ENG. LOC 66 Annuity and Savings Fund's plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES OPER ENG. LOC 66 ANNUITY AND SAVINGS FUND.

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How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

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

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 (19th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

BOARD OF TRUSTEES OPER ENG. LOC 66 ANNUITY AND SAVINGS FUND

EIN

all filings

Address

111 ZETA DR FL 1 · PITTSBURGH, PA · 152382811

Phone

(412) 968-9750

Industry

Construction

Plan administrator

Name

BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 66 ANNUITY & SAVINGS FUND

EIN

25-6271522

City

PITTSBURGH, PA

Phone

(412) 968-9750

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

DICLAUDIO & KRAMER, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT PLAN SVCS	80-0709115	—	NONE	$381K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARINER INSTITUTIONAL, LLC	59-3676225	—	NONE	$40K	—
MEYER, UNKOVIC & SCOTT

Investments

1 direct security · 1 pooled fund· $429.1M(100% 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.

Other

$284.9M

1 holding

Common Collective Trust

$144.2M

1 holding

PI						% of plan
	[Assets held in common collective trust]	Other	—	—	$284.9M	98.3%
	T. ROWE PRICE STABLE VAL COM TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$144.2M	49.7%