2023 Form 5500 filing — International Union Of Operating Engineers Of E.Pa And De. Supplemental Unemployment Benefit 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 20241009204521NAL0019078913002) for International Union Of Operating Engineers Of E.Pa And De. Supplemental Unemployment Benefit Fund, reported by Int'L Union Of Operating Engrs Of E.Pa & De Supplemental Unemplmt Bene under EIN 23-2075110 and plan number 501. It reports 2,397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009204521NAL0019078913002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Int'L Union Of Operating Engrs Of E.Pa & De Supplemental Unemplmt Bene
- EIN
- 23-2075110
- Plan number
- 501
- Location
- Fort Washington, PA
- Participants
- 2,397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,008,169
- Total liabilities (EOY)
- $604,442
- Net assets (EOY)
- $23,403,727
- Employer contributions
- $5,193,612
- Total income / additions
- $5,963,337
- Benefits paid
- $3,468,299
- Administrative expenses
- $646,919
- Total expenses
- $4,115,218
- Net increase / (decrease)
- $1,848,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William Mcguire | EMPLOYEE | $66,781 | not reported in the loaded dataset |
| Paul Carey Iii | EMPLOYEE | $64,191 | not reported in the loaded dataset |
| Charles Bumbaugh | EMPLOYEE | $52,692 | not reported in the loaded dataset |
| Michael Fehrle | EMPLOYEE | $36,411 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $33,750 | not reported in the loaded dataset |
| Beth Martin | EMPLOYEE | $32,552 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $32,141 | not reported in the loaded dataset |
| Timothy Nagy | EMPLOYEE | $31,124 | not reported in the loaded dataset |
| Maria Danyluk | EMPLOYEE | $30,161 | not reported in the loaded dataset |
| John Heenan | EMPLOYEE | $29,942 | not reported in the loaded dataset |
| Patricia Repetski | EMPLOYEE | $29,126 | not reported in the loaded dataset |
| Timothy Russo | EMPLOYEE | $26,346 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani, Llp | NONE | $25,541 | not reported in the loaded dataset |
| Thomas J. Mcgoldrick, Esquire | NONE | $13,704 | not reported in the loaded dataset |
| Principal Bank | NONE | $11,348 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $5,000 | not reported in the loaded dataset |