2023 Form 5500 filing — Western Pennsylvania Electrical Employees Insurance Trust Fund

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725155319NAL0014833217004) for Western Pennsylvania Electrical Employees Insurance Trust Fund, reported by Western Pennsylvania Electrical Employees Insurance Trust Fund under EIN 25-6032106 and plan number 501. It reports 2,871 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240725155319NAL0014833217004
Filing year
2023
Form type
1
Plan sponsor
Western Pennsylvania Electrical Employees Insurance Trust Fund
EIN
25-6032106
Plan number
501
Location
Pittsburgh, PA
Participants
2,871
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$116,043,132
Total liabilities (EOY)
$4,495,932
Net assets (EOY)
$111,547,200
Employer contributions
$56,210,098
Participant contributions
$773,441
Total income / additions
$66,231,228
Benefits paid
$60,721,427
Administrative expenses
$2,587,342
Total expenses
$63,308,769
Net increase / (decrease)
$2,922,459
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cds Administrators, Inc.NONE$1,969,286not reported in the loaded dataset
Meritain HealthNONE$1,080,447not reported in the loaded dataset
Quantative Management AssociatesNONE$139,982not reported in the loaded dataset
Asb Capital Management, LLCNONE$125,011not reported in the loaded dataset
Calibre Cpa Group PllcNONE$58,191not reported in the loaded dataset
Manning & Napier Advisors, Inc.NONE$45,834not reported in the loaded dataset
IntergroupNONE$38,000not reported in the loaded dataset
Andco ConsultingNONE$37,000not reported in the loaded dataset
Zakipoint Health, Inc.NONE$34,156not reported in the loaded dataset
Meyer, Unkovic & Scott, LlpNONE$31,898not reported in the loaded dataset
Exeter Trust CompanyNONE$20,888not reported in the loaded dataset
Cowden AssociatesNONE$17,500not reported in the loaded dataset
Pnc AdvisorsNONE$16,169$0

Related Form 5500 pages