2023 Form 5500 filing — International Union Of Operating Engineers Joint Annuity Fund Of Eastern Pennsylvania And Delaware
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 20241012164418NAL0041997664001) for International Union Of Operating Engineers Joint Annuity Fund Of Eastern Pennsylvania And Delaware, reported by International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl under EIN 23-2352166 and plan number 002. It reports 11,683 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012164418NAL0041997664001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl
- EIN
- 23-2352166
- Plan number
- 002
- Location
- Fort Washington, PA
- Participants
- 11,683
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $529,895,564
- Total liabilities (EOY)
- $570,696
- Net assets (EOY)
- $529,324,868
- Employer contributions
- $46,953,752
- Total income / additions
- $100,558,470
- Benefits paid
- $46,438,952
- Administrative expenses
- $994,150
- Total expenses
- $47,433,102
- Net increase / (decrease)
- $53,125,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iuoe Pension Fund Of Eastern Pa | RELATED FUND | $446,356 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $412,991 | $0 |
| Cleary, Josem & Trigiani Llp | NONE | $58,742 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $50,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $45,500 | not reported in the loaded dataset |
| Beth Martin | EMPLOYEE | $33,880 | not reported in the loaded dataset |
| Patricia Repteski | EMPLOYEE | $31,774 | not reported in the loaded dataset |
| John Heenan | EMPLOYEE | $29,942 | not reported in the loaded dataset |
| Timothy Nagy | EMPLOYEE | $27,064 | not reported in the loaded dataset |