Iupat District Council No. 21 Welfare Fund — Form 5500 plan (Iupat District Council No. 21 Welfare Fund)
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, Iupat District Council No. 21 Welfare Fund is a benefit plan reported by Iupat District Council No. 21 Welfare Fund under EIN 91-2036994 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,364 participants and $98,209,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iupat District Council No. 21 Welfare Fund
- EIN
- 91-2036994
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 2,364
- End-of-year plan assets
- $98,209,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,364 | H, C | 20250217162315NAL0001945809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,209,171
- Total liabilities (EOY)
- $27,113,095
- Net assets (EOY)
- $71,096,076
- Net assets (BOY)
- $41,998,185
Income & contributions
- Employer contributions
- $51,112,371
- Participant contributions
- $7,502,077
- Total contributions
- $58,614,448
- Total income / additions
- $61,287,194
Expenses & distributions
- Benefits paid
- $64,979,987
- Administrative expenses
- $2,204,555
- Total expenses
- $67,184,542
- Net increase / (decrease)
- -$5,897,348
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independence Blue Cross | NONE | $1,426,624 | not reported in the loaded dataset | 2023 |
| Allied Trades Assistance Program | NONE | $1,147,445 | not reported in the loaded dataset | 2023 |
| Guardian Nurses | NONE | $392,179 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $301,114 | not reported in the loaded dataset | 2023 |
| Benecard Services, Inc. | NONE | $249,710 | not reported in the loaded dataset | 2023 |
| Michael Previtera | EMPLOYEE | $201,744 | not reported in the loaded dataset | 2023 |
| Fidelio Insurance Company | NONE | $148,724 | not reported in the loaded dataset | 2023 |
| Robyn Simpson | EMPLOYEE | $135,939 | not reported in the loaded dataset | 2023 |
| Kerri Burke | EMPLOYEE | $116,775 | not reported in the loaded dataset | 2023 |
| Rebecca Fletcher | EMPLOYEE | $113,934 | not reported in the loaded dataset | 2023 |
| Annette Gasparon | EMPLOYEE | $107,668 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $100,639 | not reported in the loaded dataset | 2023 |
| Peg Handley | EMPLOYEE | $84,393 | not reported in the loaded dataset | 2023 |
| Conor Watton | EMPLOYEE | $74,272 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners LLC | NONE | $68,555 | not reported in the loaded dataset | 2023 |
| Tanya Mclaughlin | EMPLOYEE | $67,037 | not reported in the loaded dataset | 2023 |
| Mary Toll | EMPLOYEE | $54,410 | not reported in the loaded dataset | 2023 |
| Brian Smith | EMPLOYEE | $50,426 | not reported in the loaded dataset | 2023 |
| Teresa Mcdonough | EMPLOYEE | $46,253 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Mwm Law LLC | NONE | $37,743 | not reported in the loaded dataset | 2023 |
| Victoria Somers | EMPLOYEE | $37,297 | not reported in the loaded dataset | 2023 |
| Craig Socket | EMPLOYEE | $34,151 | not reported in the loaded dataset | 2023 |
| Charlson, Braber, Mccabe & Denmark | NONE | $30,779 | not reported in the loaded dataset | 2023 |
| 617mediagroup | NONE | $28,875 | not reported in the loaded dataset | 2023 |
| Spear Wilderman | NONE | $27,746 | not reported in the loaded dataset | 2023 |
| Xpan Law Partners Llp | NONE | $24,750 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $14,304 | not reported in the loaded dataset | 2023 |
| National Vision Administrators LLC | NONE | $11,616 | not reported in the loaded dataset | 2023 |
| Delaware Valley Health Care Coalit. | NONE | $0 | $11,577 | 2023 |
| Canon Financial Services, Inc. | NONE | $9,407 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iupat District Council No. 21 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Independence Blue Cross — Schedule C compensation
- Allied Trades Assistance Program — Schedule C compensation
- Guardian Nurses — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Benecard Services, Inc. — Schedule C compensation
- Michael Previtera — Schedule C compensation
- Fidelio Insurance Company — Schedule C compensation
- Robyn Simpson — Schedule C compensation
- Kerri Burke — Schedule C compensation
- Rebecca Fletcher — Schedule C compensation
- Annette Gasparon — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Peg Handley — Schedule C compensation
- Conor Watton — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- Tanya Mclaughlin — Schedule C compensation
- Mary Toll — Schedule C compensation
- Brian Smith — Schedule C compensation
- Teresa Mcdonough — Schedule C compensation
- Summit Actuarial Services — Schedule C compensation
- Mwm Law LLC — Schedule C compensation
- Victoria Somers — Schedule C compensation
- Craig Socket — Schedule C compensation
- Charlson, Braber, Mccabe & Denmark — Schedule C compensation
- 617mediagroup — Schedule C compensation
- Spear Wilderman — Schedule C compensation
- Xpan Law Partners Llp — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Pnc Bank — Schedule C compensation
- National Vision Administrators LLC — Schedule C compensation
- Delaware Valley Health Care Coalit. — Schedule C compensation
- Canon Financial Services, Inc. — Schedule C compensation