2023 Form 5500 filing — I.U.P.A.T. Of Western Pa Annuity 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 20241002082403NAL0008515153001) for I.U.P.A.T. Of Western Pa Annuity Fund, reported by Board Of Trustees, I.U.P.A.T. Annuity Fund Of Western Pa under EIN 25-1304459 and plan number 001. It reports 3,080 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002082403NAL0008515153001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, I.U.P.A.T. Annuity Fund Of Western Pa
- EIN
- 25-1304459
- Plan number
- 001
- Location
- Canfield, OH
- Participants
- 3,080
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,366,551
- Total liabilities (EOY)
- $52,418
- Net assets (EOY)
- $76,314,133
- Employer contributions
- $5,862,373
- Total income / additions
- $14,347,564
- Benefits paid
- $4,461,921
- Administrative expenses
- $444,350
- Total expenses
- $4,906,271
- Net increase / (decrease)
- $9,441,293
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORD KEEPER | $150,834 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | INVESTMENT CONSULTANT | $97,614 | not reported in the loaded dataset |
| Benesys, Inc | CONTRACT ADMINISTRATOR | $70,680 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $28,537 | not reported in the loaded dataset |
| Meyer, Unkovic, & Scott | NONE | $16,672 | not reported in the loaded dataset |
| Tucker Arensberg | NONE | $10,483 | not reported in the loaded dataset |