Employment Partners Benefits Fund — Form 5500 plan (Employment Partners Benefits Fund Board Of Trustees)
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, Employment Partners Benefits Fund is a benefit plan reported by Employment Partners Benefits Fund Board Of Trustees under EIN 25-1000614 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,348 participants and $85,214,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employment Partners Benefits Fund Board Of Trustees
- EIN
- 25-1000614
- Plan number
- 501
- Plan type
- 1
- Location
- Bridgeville, PA
- Latest filing year
- 2023
- Participants
- 4,348
- End-of-year plan assets
- $85,214,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,348 | H, C | 20241010090807NAL0019848353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,214,135
- Total liabilities (EOY)
- $5,601,179
- Net assets (EOY)
- $79,612,956
- Net assets (BOY)
- $81,674,937
Income & contributions
- Employer contributions
- $57,835,226
- Participant contributions
- $171,267
- Total contributions
- $58,006,493
- Total income / additions
- $65,687,148
Expenses & distributions
- Benefits paid
- $64,852,584
- Administrative expenses
- $2,896,545
- Total expenses
- $67,749,129
- Net increase / (decrease)
- -$2,061,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buck Global, LLC | NONE | $248,043 | not reported in the loaded dataset | 2023 |
| United Concordia Companies Inc. | NONE | $194,552 | not reported in the loaded dataset | 2023 |
| Albanese Sinchar Smith & Co | NONE | $89,835 | not reported in the loaded dataset | 2023 |
| Cim Investment Management | NONE | $47,631 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott Llp | NONE | $36,879 | not reported in the loaded dataset | 2023 |
| Twin Capital Management Inc | NONE | $34,843 | not reported in the loaded dataset | 2023 |
| Gridiron Partners, LLC | NONE | $29,047 | not reported in the loaded dataset | 2023 |
| Allen Bates Techonologies | NONE | $26,400 | not reported in the loaded dataset | 2023 |
| Fnb Wealth Management Company | NONE | $23,251 | not reported in the loaded dataset | 2023 |
| Experis Us, Inc | NONE | $12,012 | not reported in the loaded dataset | 2023 |
| Nepc LLC | NONE | $11,083 | not reported in the loaded dataset | 2023 |
| Enkompas Technology Solutions | NONE | $10,968 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employment Partners Benefits Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bridgeville, PA
- Buck Global, LLC — Schedule C compensation
- United Concordia Companies Inc. — Schedule C compensation
- Albanese Sinchar Smith & Co — Schedule C compensation
- Cim Investment Management — Schedule C compensation
- Meyer Unkovic & Scott Llp — Schedule C compensation
- Twin Capital Management Inc — Schedule C compensation
- Gridiron Partners, LLC — Schedule C compensation
- Allen Bates Techonologies — Schedule C compensation
- Fnb Wealth Management Company — Schedule C compensation
- Experis Us, Inc — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Enkompas Technology Solutions — Schedule C compensation