2023 Form 5500 filing — International Union Of Operating Engineers Welfare 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 20241015073232NAL0015942019003) for International Union Of Operating Engineers Welfare Fund Of Eastern Pennsylvania And Delaware, reported by International Union Of Operating Engineers Welfare Fund Of East. Pa & under EIN 23-1402245 and plan number 501. It reports 4,644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015073232NAL0015942019003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Union Of Operating Engineers Welfare Fund Of East. Pa &
- EIN
- 23-1402245
- Plan number
- 501
- Location
- Fort Washington, PA
- Participants
- 4,644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $243,275,217
- Total liabilities (EOY)
- $11,762,892
- Net assets (EOY)
- $231,512,325
- Employer contributions
- $84,317,806
- Participant contributions
- $5,962,237
- Total income / additions
- $100,029,840
- Benefits paid
- $87,076,296
- Administrative expenses
- $2,985,899
- Total expenses
- $90,062,195
- Net increase / (decrease)
- $9,967,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Plus | NONE | $1,941,406 | not reported in the loaded dataset |
| Healthstat, Inc. | NONE | $1,193,307 | not reported in the loaded dataset |
| Express Scripts | NONE | $1,082,797 | not reported in the loaded dataset |
| Health Care Solutions Corporation | NONE | $969,251 | not reported in the loaded dataset |
| Guardian Nurses | NONE | $229,814 | not reported in the loaded dataset |
| Allied Trades Assistance Program | NONE | $208,312 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $189,358 | not reported in the loaded dataset |
| Karen Couglin | EMPLOYEE | $175,575 | not reported in the loaded dataset |
| Gina Pastella | EMPLOYEE | $175,575 | not reported in the loaded dataset |
| Elmc Rx Solutions, LLC | NONE | $149,225 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani Llp | NONE | $127,784 | not reported in the loaded dataset |
| Ann Capaldi | EMPLOYEE | $120,519 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $82,441 | $22,205 |
| Healthsmart Rx Solutions, Inc. | NONE | $103,158 | not reported in the loaded dataset |
| Paul Potako | EMPLOYEE | $103,033 | not reported in the loaded dataset |
| Jrp & Associates, LLC | NONE | $102,746 | not reported in the loaded dataset |
| Anthony Defeo | EMPLOYEE | $101,413 | not reported in the loaded dataset |
| John Heenan | EMPLOYEE | $95,270 | not reported in the loaded dataset |
| Gina Marie Ciccarella | EMPLOYEE | $92,062 | not reported in the loaded dataset |
| Columbia Partners LLC Investment | NONE | $71,608 | not reported in the loaded dataset |
| William Mcguire | EMPLOYEE | $71,551 | not reported in the loaded dataset |
| Paul Carey Iii | EMPLOYEE | $68,776 | not reported in the loaded dataset |
| Maria Danyluk | EMPLOYEE | $68,547 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE | $62,606 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | NONE | $60,000 | not reported in the loaded dataset |
| Charles Bumbaugh | EMPLOYEE | $56,456 | not reported in the loaded dataset |
| Haley Wade | EMPLOYEE | $53,585 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $50,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $49,388 | not reported in the loaded dataset |
| Jessica Kriger | EMPLOYEE | $45,883 | not reported in the loaded dataset |
| Nathan Smith | EMPLOYEE | $39,794 | not reported in the loaded dataset |
| Michael Fehrle | EMPLOYEE | $39,012 | not reported in the loaded dataset |
| Timothy Russo | EMPLOYEE | $37,637 | not reported in the loaded dataset |
| Andrea Gass | EMPLOYEE | $36,621 | not reported in the loaded dataset |
| Beth Martin | EMPLOYEE | $34,212 | not reported in the loaded dataset |
| Patricia Repetski | EMPLOYEE | $31,774 | not reported in the loaded dataset |
| Principal Bank | NONE | $25,903 | not reported in the loaded dataset |
| Vision Benefits Of America Inc. | NONE | $25,731 | not reported in the loaded dataset |
| Roma Concrete | NONE | $23,000 | not reported in the loaded dataset |
| Camille Peluso Architects LLC | NONE | $21,288 | not reported in the loaded dataset |
| Service & Maintenance Professionals | NONE | $18,190 | $0 |
| Thomas J. Mcgoldrick, Esquire | NONE | $15,000 | not reported in the loaded dataset |
| Adp, Inc. | NONE | $10,449 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $7,456 | not reported in the loaded dataset |