2023 Form 5500 filing — Opcmia Local 526 Welfare 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 20250311103247NAL0017614609001) for Opcmia Local 526 Welfare Fund, reported by Board Of Trustees Opcmia Local 526 Welfare Fund under EIN 25-6103482 and plan number 501. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311103247NAL0017614609001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Opcmia Local 526 Welfare Fund
- EIN
- 25-6103482
- Plan number
- 501
- Location
- Munhall, PA
- Participants
- 495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,655,108
- Total liabilities (EOY)
- $16,846
- Net assets (EOY)
- $16,638,262
- Employer contributions
- $5,787,454
- Participant contributions
- $328,642
- Total income / additions
- $7,436,496
- Benefits paid
- $4,860,062
- Administrative expenses
- $509,328
- Total expenses
- $5,369,390
- Net increase / (decrease)
- $2,067,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cowden Associates, Inc | CONSULTANT | $65,758 | not reported in the loaded dataset |
| J.A. Tamsula, Inc. | NONE | $49,810 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $27,294 | not reported in the loaded dataset |
| Stephen J. O'Brien & Associates,LLC | NONE | $24,694 | not reported in the loaded dataset |
| Pnc Bank | NONE | $6,050 | $0 |
| Human Resources America, Inc | NONE | $5,772 | not reported in the loaded dataset |