International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware — Form 5500 plan (International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De)
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 Pension Fund Of Eastern Pennsylvania And Delaware is a benefit plan reported by International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De under EIN 23-6405239 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,352 participants and $1,003,178,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De
- EIN
- 23-6405239
- Plan number
- 001
- Plan type
- 1
- Location
- Fort Washington, PA
- Latest filing year
- 2023
- Participants
- 7,352
- End-of-year plan assets
- $1,003,178,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,352 | H, C | 20241015070216NAL0015928451004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,003,178,181
- Total liabilities (EOY)
- $1,147,740
- Net assets (EOY)
- $1,002,030,441
- Net assets (BOY)
- $955,267,371
Income & contributions
- Employer contributions
- $44,561,341
- Total contributions
- $44,561,341
- Total income / additions
- $117,010,482
Expenses & distributions
- Benefits paid
- $62,351,438
- Administrative expenses
- $7,895,974
- Total expenses
- $70,247,412
- Net increase / (decrease)
- $46,763,070
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Asset Mgt | NONE | $2,740,805 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners Inc. | NONE | $436,157 | not reported in the loaded dataset | 2023 |
| Johnston Asset Management | NONE | $412,891 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $391,437 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $388,564 | not reported in the loaded dataset | 2023 |
| Foundry Partners, LLC | NONE | $260,438 | $22,205 | 2023 |
| Investment Performance Services | NONE | $245,000 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors Ll | NONE | $239,604 | not reported in the loaded dataset | 2023 |
| Smith, Graham & Co. Investment Adv. | NONE | $198,767 | $0 | 2023 |
| Wedge Capital Management, Llp | NONE | $176,287 | $0 | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $163,764 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Invest | NONE | $161,997 | not reported in the loaded dataset | 2023 |
| Nathan Smith | EMPLOYEE | $159,176 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Management | NONE | $117,581 | not reported in the loaded dataset | 2023 |
| Principal Bank | NONE | $106,843 | not reported in the loaded dataset | 2023 |
| John Heenan | EMPLOYEE | $95,270 | not reported in the loaded dataset | 2023 |
| Paul Potako | EMPLOYEE | $85,393 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Andrea Gass | EMPLOYEE | $74,628 | not reported in the loaded dataset | 2023 |
| William Mcguire | EMPLOYEE | $71,551 | not reported in the loaded dataset | 2023 |
| Paul Carey, Iii | EMPLOYEE | $68,776 | not reported in the loaded dataset | 2023 |
| Cleary, Josem,& Trigiani Llp | NONE | $63,939 | not reported in the loaded dataset | 2023 |
| Eaton Vance | NONE | $56,779 | not reported in the loaded dataset | 2023 |
| Timothy Russo | EMPLOYEE | $56,456 | not reported in the loaded dataset | 2023 |
| Charles Bumbaugh | EMPLOYEE | $56,456 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $54,250 | not reported in the loaded dataset | 2023 |
| Jessica Kriger | EMPLOYEE | $47,194 | not reported in the loaded dataset | 2023 |
| Timothy Nagy | EMPLOYEE | $41,950 | not reported in the loaded dataset | 2023 |
| Michael Fehrle | EMPLOYEE | $39,012 | not reported in the loaded dataset | 2023 |
| Maria Danyluk | EMPLOYEE | $38,386 | not reported in the loaded dataset | 2023 |
| Beth Martin | EMPLOYEE | $32,884 | not reported in the loaded dataset | 2023 |
| Patricia Repetski | EMPLOYEE | $31,774 | not reported in the loaded dataset | 2023 |
| Anthony Defeo | EMPLOYEE | $28,975 | not reported in the loaded dataset | 2023 |
| Jrp & Associates, LLC | NONE | $26,025 | not reported in the loaded dataset | 2023 |
| Katherine Albright | EMPLOYEE | $25,755 | not reported in the loaded dataset | 2023 |
| Scantek, Inc. | NONE | $23,752 | not reported in the loaded dataset | 2023 |
| Thomas J. Mcgoldrick, Esquire | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Patriot Financial Partners, Lp | NONE | $0 | $5,198 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Fort Washington, PA
- Prudential Asset Mgt — Schedule C compensation
- Sierra Investment Partners Inc. — Schedule C compensation
- Johnston Asset Management — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Hardman Johnston Global Advisors Ll — Schedule C compensation
- Smith, Graham & Co. Investment Adv. — Schedule C compensation
- Wedge Capital Management, Llp — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Intercontinental Real Estate Invest — Schedule C compensation
- Nathan Smith — Schedule C compensation
- Chartwell Investment Management — Schedule C compensation
- Principal Bank — Schedule C compensation
- John Heenan — Schedule C compensation
- Paul Potako — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Andrea Gass — Schedule C compensation
- William Mcguire — Schedule C compensation
- Paul Carey, Iii — Schedule C compensation
- Cleary, Josem,& Trigiani Llp — Schedule C compensation
- Eaton Vance — Schedule C compensation
- Timothy Russo — Schedule C compensation
- Charles Bumbaugh — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Jessica Kriger — Schedule C compensation
- Timothy Nagy — Schedule C compensation
- Michael Fehrle — Schedule C compensation
- Maria Danyluk — Schedule C compensation
- Beth Martin — Schedule C compensation
- Patricia Repetski — Schedule C compensation
- Anthony Defeo — Schedule C compensation
- Jrp & Associates, LLC — Schedule C compensation
- Katherine Albright — Schedule C compensation
- Scantek, Inc. — Schedule C compensation
- Thomas J. Mcgoldrick, Esquire — Schedule C compensation
- Patriot Financial Partners, Lp — Schedule C compensation