2023 Form 5500 filing — I.U.P.A.T. Welfare Fund Of Western Pennsylvania
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 20241002082525NAL0008031697001) for I.U.P.A.T. Welfare Fund Of Western Pennsylvania, reported by Bd Of Trust I.B.P.A.T. Welfare Fund Of Western Pennsylvania under EIN 25-1010829 and plan number 501. It reports 1,295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002082525NAL0008031697001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trust I.B.P.A.T. Welfare Fund Of Western Pennsylvania
- EIN
- 25-1010829
- Plan number
- 501
- Location
- Canfield, OH
- Participants
- 1,295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,132,520
- Total liabilities (EOY)
- $2,022,286
- Net assets (EOY)
- $27,110,234
- Employer contributions
- $20,505,185
- Participant contributions
- $541,864
- Total income / additions
- $23,277,502
- Benefits paid
- $18,977,042
- Administrative expenses
- $716,934
- Total expenses
- $19,693,976
- Net increase / (decrease)
- $3,583,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark | NONE | $441,587 | $0 |
| Benesys, Inc. | CONTRACT ADMINISTRATOR | $273,456 | not reported in the loaded dataset |
| Pnc Bank | NONE | $118,356 | $0 |
| Diclaudio & Kramer, LLC | NONE | $39,612 | not reported in the loaded dataset |
| Buck Consultants, LLC | NONE | $38,000 | not reported in the loaded dataset |
| Tucker Arensberg | NONE | $26,865 | not reported in the loaded dataset |
| Meyer, Unkovic, & Scott | NONE | $21,130 | not reported in the loaded dataset |
| Wex Health, Inc. | NONE | $20,472 | not reported in the loaded dataset |
| Upmc Health Plan | NONE | $16,292 | not reported in the loaded dataset |