2023 Form 5500 filing — Employment Partners Benefits 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 20241010090807NAL0019848353001) for Employment Partners Benefits Fund, reported by Employment Partners Benefits Fund Board Of Trustees under EIN 25-1000614 and plan number 501. It reports 4,348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090807NAL0019848353001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Employment Partners Benefits Fund Board Of Trustees
- EIN
- 25-1000614
- Plan number
- 501
- Location
- Bridgeville, PA
- Participants
- 4,348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,214,135
- Total liabilities (EOY)
- $5,601,179
- Net assets (EOY)
- $79,612,956
- Employer contributions
- $57,835,226
- Participant contributions
- $171,267
- Total income / additions
- $65,687,148
- Benefits paid
- $64,852,584
- Administrative expenses
- $2,896,545
- Total expenses
- $67,749,129
- Net increase / (decrease)
- -$2,061,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buck Global, LLC | NONE | $248,043 | not reported in the loaded dataset |
| United Concordia Companies Inc. | NONE | $194,552 | not reported in the loaded dataset |
| Albanese Sinchar Smith & Co | NONE | $89,835 | not reported in the loaded dataset |
| Cim Investment Management | NONE | $47,631 | not reported in the loaded dataset |
| Meyer Unkovic & Scott Llp | NONE | $36,879 | not reported in the loaded dataset |
| Twin Capital Management Inc | NONE | $34,843 | not reported in the loaded dataset |
| Gridiron Partners, LLC | NONE | $29,047 | not reported in the loaded dataset |
| Allen Bates Techonologies | NONE | $26,400 | not reported in the loaded dataset |
| Fnb Wealth Management Company | NONE | $23,251 | not reported in the loaded dataset |
| Experis Us, Inc | NONE | $12,012 | not reported in the loaded dataset |
| Nepc LLC | NONE | $11,083 | not reported in the loaded dataset |
| Enkompas Technology Solutions | NONE | $10,968 | not reported in the loaded dataset |