2023 Form 5500 filing — Western Pennsylvania Electrical Employees Insurance Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725155319NAL0014833217004) for Western Pennsylvania Electrical Employees Insurance Trust Fund, reported by Western Pennsylvania Electrical Employees Insurance Trust Fund under EIN 25-6032106 and plan number 501. It reports 2,871 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725155319NAL0014833217004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Western Pennsylvania Electrical Employees Insurance Trust Fund
- EIN
- 25-6032106
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 2,871
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,043,132
- Total liabilities (EOY)
- $4,495,932
- Net assets (EOY)
- $111,547,200
- Employer contributions
- $56,210,098
- Participant contributions
- $773,441
- Total income / additions
- $66,231,228
- Benefits paid
- $60,721,427
- Administrative expenses
- $2,587,342
- Total expenses
- $63,308,769
- Net increase / (decrease)
- $2,922,459
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cds Administrators, Inc. | NONE | $1,969,286 | not reported in the loaded dataset |
| Meritain Health | NONE | $1,080,447 | not reported in the loaded dataset |
| Quantative Management Associates | NONE | $139,982 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $125,011 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $58,191 | not reported in the loaded dataset |
| Manning & Napier Advisors, Inc. | NONE | $45,834 | not reported in the loaded dataset |
| Intergroup | NONE | $38,000 | not reported in the loaded dataset |
| Andco Consulting | NONE | $37,000 | not reported in the loaded dataset |
| Zakipoint Health, Inc. | NONE | $34,156 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott, Llp | NONE | $31,898 | not reported in the loaded dataset |
| Exeter Trust Company | NONE | $20,888 | not reported in the loaded dataset |
| Cowden Associates | NONE | $17,500 | not reported in the loaded dataset |
| Pnc Advisors | NONE | $16,169 | $0 |