2023 Form 5500 filing — International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware
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 20241015070216NAL0015928451004) for International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware, reported by International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De under EIN 23-6405239 and plan number 001. It reports 7,352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015070216NAL0015928451004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De
- EIN
- 23-6405239
- Plan number
- 001
- Location
- Fort Washington, PA
- Participants
- 7,352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,003,178,181
- Total liabilities (EOY)
- $1,147,740
- Net assets (EOY)
- $1,002,030,441
- Employer contributions
- $44,561,341
- Total income / additions
- $117,010,482
- Benefits paid
- $62,351,438
- Administrative expenses
- $7,895,974
- Total expenses
- $70,247,412
- Net increase / (decrease)
- $46,763,070
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Asset Mgt | NONE | $2,740,805 | not reported in the loaded dataset |
| Sierra Investment Partners Inc. | NONE | $436,157 | not reported in the loaded dataset |
| Johnston Asset Management | NONE | $412,891 | not reported in the loaded dataset |
| Great Lakes Advisors, LLC | NONE | $391,437 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $388,564 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $260,438 | $22,205 |
| Investment Performance Services | NONE | $245,000 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors Ll | NONE | $239,604 | not reported in the loaded dataset |
| Smith, Graham & Co. Investment Adv. | NONE | $198,767 | $0 |
| Wedge Capital Management, Llp | NONE | $176,287 | $0 |
| Jpmorgan Chase Bank, N.A. | NONE | $163,764 | not reported in the loaded dataset |
| Intercontinental Real Estate Invest | NONE | $161,997 | not reported in the loaded dataset |
| Nathan Smith | EMPLOYEE | $159,176 | not reported in the loaded dataset |
| Chartwell Investment Management | NONE | $117,581 | not reported in the loaded dataset |
| Principal Bank | NONE | $106,843 | not reported in the loaded dataset |
| John Heenan | EMPLOYEE | $95,270 | not reported in the loaded dataset |
| Paul Potako | EMPLOYEE | $85,393 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $75,000 | not reported in the loaded dataset |
| Andrea Gass | EMPLOYEE | $74,628 | not reported in the loaded dataset |
| William Mcguire | EMPLOYEE | $71,551 | not reported in the loaded dataset |
| Paul Carey, Iii | EMPLOYEE | $68,776 | not reported in the loaded dataset |
| Cleary, Josem,& Trigiani Llp | NONE | $63,939 | not reported in the loaded dataset |
| Eaton Vance | NONE | $56,779 | not reported in the loaded dataset |
| Timothy Russo | EMPLOYEE | $56,456 | not reported in the loaded dataset |
| Charles Bumbaugh | EMPLOYEE | $56,456 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $54,250 | not reported in the loaded dataset |
| Jessica Kriger | EMPLOYEE | $47,194 | not reported in the loaded dataset |
| Timothy Nagy | EMPLOYEE | $41,950 | not reported in the loaded dataset |
| Michael Fehrle | EMPLOYEE | $39,012 | not reported in the loaded dataset |
| Maria Danyluk | EMPLOYEE | $38,386 | not reported in the loaded dataset |
| Beth Martin | EMPLOYEE | $32,884 | not reported in the loaded dataset |
| Patricia Repetski | EMPLOYEE | $31,774 | not reported in the loaded dataset |
| Anthony Defeo | EMPLOYEE | $28,975 | not reported in the loaded dataset |
| Jrp & Associates, LLC | NONE | $26,025 | not reported in the loaded dataset |
| Katherine Albright | EMPLOYEE | $25,755 | not reported in the loaded dataset |
| Scantek, Inc. | NONE | $23,752 | not reported in the loaded dataset |
| Thomas J. Mcgoldrick, Esquire | NONE | $15,000 | not reported in the loaded dataset |
| Patriot Financial Partners, Lp | NONE | $0 | $5,198 |