I.U.P.A.T. Welfare Fund Of Western Pennsylvania — Form 5500 plan (Bd Of Trust I.B.P.A.T. Welfare Fund Of Western Pennsylvania)
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, I.U.P.A.T. Welfare Fund Of Western Pennsylvania is a benefit plan reported by Bd Of Trust I.B.P.A.T. Welfare Fund Of Western Pennsylvania under EIN 25-1010829 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,295 participants and $29,132,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trust I.B.P.A.T. Welfare Fund Of Western Pennsylvania
- EIN
- 25-1010829
- Plan number
- 501
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 1,295
- End-of-year plan assets
- $29,132,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,295 | H, C | 20241002082525NAL0008031697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,132,520
- Total liabilities (EOY)
- $2,022,286
- Net assets (EOY)
- $27,110,234
- Net assets (BOY)
- $23,526,708
Income & contributions
- Employer contributions
- $20,505,185
- Participant contributions
- $541,864
- Total contributions
- $21,047,049
- Total income / additions
- $23,277,502
Expenses & distributions
- Benefits paid
- $18,977,042
- Administrative expenses
- $716,934
- Total expenses
- $19,693,976
- Net increase / (decrease)
- $3,583,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark | NONE | $441,587 | $0 | 2023 |
| Benesys, Inc. | CONTRACT ADMINISTRATOR | $273,456 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $118,356 | $0 | 2023 |
| Diclaudio & Kramer, LLC | NONE | $39,612 | not reported in the loaded dataset | 2023 |
| Buck Consultants, LLC | NONE | $38,000 | not reported in the loaded dataset | 2023 |
| Tucker Arensberg | NONE | $26,865 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic, & Scott | NONE | $21,130 | not reported in the loaded dataset | 2023 |
| Wex Health, Inc. | NONE | $20,472 | not reported in the loaded dataset | 2023 |
| Upmc Health Plan | NONE | $16,292 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trust I.B.P.A.T. Welfare Fund Of Western Pennsylvania
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Highmark — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Buck Consultants, LLC — Schedule C compensation
- Tucker Arensberg — Schedule C compensation
- Meyer, Unkovic, & Scott — Schedule C compensation
- Wex Health, Inc. — Schedule C compensation
- Upmc Health Plan — Schedule C compensation