International Union Of Operating Engineers Of E.Pa And De. Supplemental Unemployment Benefit Fund — Form 5500 plan (Int'L Union Of Operating Engrs Of E.Pa & De Supplemental Unemplmt Bene)
Plain-English plan 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, International Union Of Operating Engineers Of E.Pa And De. Supplemental Unemployment Benefit Fund is a benefit plan reported by Int'L Union Of Operating Engrs Of E.Pa & De Supplemental Unemplmt Bene under EIN 23-2075110 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,397 participants and $24,008,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Int'L Union Of Operating Engrs Of E.Pa & De Supplemental Unemplmt Bene
- EIN
- 23-2075110
- Plan number
- 501
- Plan type
- 1
- Location
- Fort Washington, PA
- Latest filing year
- 2023
- Participants
- 2,397
- End-of-year plan assets
- $24,008,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,397 | H, C | 20241009204521NAL0019078913002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,008,169
- Total liabilities (EOY)
- $604,442
- Net assets (EOY)
- $23,403,727
- Net assets (BOY)
- $21,555,608
Income & contributions
- Employer contributions
- $5,193,612
- Total contributions
- $5,193,612
- Total income / additions
- $5,963,337
Expenses & distributions
- Benefits paid
- $3,468,299
- Administrative expenses
- $646,919
- Total expenses
- $4,115,218
- Net increase / (decrease)
- $1,848,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William Mcguire | EMPLOYEE | $66,781 | not reported in the loaded dataset | 2023 |
| Paul Carey Iii | EMPLOYEE | $64,191 | not reported in the loaded dataset | 2023 |
| Charles Bumbaugh | EMPLOYEE | $52,692 | not reported in the loaded dataset | 2023 |
| Michael Fehrle | EMPLOYEE | $36,411 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $33,750 | not reported in the loaded dataset | 2023 |
| Beth Martin | EMPLOYEE | $32,552 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $32,141 | not reported in the loaded dataset | 2023 |
| Timothy Nagy | EMPLOYEE | $31,124 | not reported in the loaded dataset | 2023 |
| Maria Danyluk | EMPLOYEE | $30,161 | not reported in the loaded dataset | 2023 |
| John Heenan | EMPLOYEE | $29,942 | not reported in the loaded dataset | 2023 |
| Patricia Repetski | EMPLOYEE | $29,126 | not reported in the loaded dataset | 2023 |
| Timothy Russo | EMPLOYEE | $26,346 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani, Llp | NONE | $25,541 | not reported in the loaded dataset | 2023 |
| Thomas J. Mcgoldrick, Esquire | NONE | $13,704 | not reported in the loaded dataset | 2023 |
| Principal Bank | NONE | $11,348 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Int'L Union Of Operating Engrs Of E.Pa & De Supplemental Unemplmt Bene
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Fort Washington, PA
- William Mcguire — Schedule C compensation
- Paul Carey Iii — Schedule C compensation
- Charles Bumbaugh — Schedule C compensation
- Michael Fehrle — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Beth Martin — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Timothy Nagy — Schedule C compensation
- Maria Danyluk — Schedule C compensation
- John Heenan — Schedule C compensation
- Patricia Repetski — Schedule C compensation
- Timothy Russo — Schedule C compensation
- Cleary, Josem & Trigiani, Llp — Schedule C compensation
- Thomas J. Mcgoldrick, Esquire — Schedule C compensation
- Principal Bank — Schedule C compensation
- Investment Performance Services — Schedule C compensation