2023 Form 5500 filing — Iupat District Council No. 21 Welfare 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 20250217162315NAL0001945809001) for Iupat District Council No. 21 Welfare Fund, reported by Iupat District Council No. 21 Welfare Fund under EIN 91-2036994 and plan number 501. It reports 2,364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217162315NAL0001945809001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iupat District Council No. 21 Welfare Fund
- EIN
- 91-2036994
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 2,364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,209,171
- Total liabilities (EOY)
- $27,113,095
- Net assets (EOY)
- $71,096,076
- Employer contributions
- $51,112,371
- Participant contributions
- $7,502,077
- Total income / additions
- $61,287,194
- Benefits paid
- $64,979,987
- Administrative expenses
- $2,204,555
- Total expenses
- $67,184,542
- Net increase / (decrease)
- -$5,897,348
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Blue Cross | NONE | $1,426,624 | not reported in the loaded dataset |
| Allied Trades Assistance Program | NONE | $1,147,445 | not reported in the loaded dataset |
| Guardian Nurses | NONE | $392,179 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $301,114 | not reported in the loaded dataset |
| Benecard Services, Inc. | NONE | $249,710 | not reported in the loaded dataset |
| Michael Previtera | EMPLOYEE | $201,744 | not reported in the loaded dataset |
| Fidelio Insurance Company | NONE | $148,724 | not reported in the loaded dataset |
| Robyn Simpson | EMPLOYEE | $135,939 | not reported in the loaded dataset |
| Kerri Burke | EMPLOYEE | $116,775 | not reported in the loaded dataset |
| Rebecca Fletcher | EMPLOYEE | $113,934 | not reported in the loaded dataset |
| Annette Gasparon | EMPLOYEE | $107,668 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $100,639 | not reported in the loaded dataset |
| Peg Handley | EMPLOYEE | $84,393 | not reported in the loaded dataset |
| Conor Watton | EMPLOYEE | $74,272 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $68,555 | not reported in the loaded dataset |
| Tanya Mclaughlin | EMPLOYEE | $67,037 | not reported in the loaded dataset |
| Mary Toll | EMPLOYEE | $54,410 | not reported in the loaded dataset |
| Brian Smith | EMPLOYEE | $50,426 | not reported in the loaded dataset |
| Teresa Mcdonough | EMPLOYEE | $46,253 | not reported in the loaded dataset |
| Summit Actuarial Services | NONE | $40,000 | not reported in the loaded dataset |
| Mwm Law LLC | NONE | $37,743 | not reported in the loaded dataset |
| Victoria Somers | EMPLOYEE | $37,297 | not reported in the loaded dataset |
| Craig Socket | EMPLOYEE | $34,151 | not reported in the loaded dataset |
| Charlson, Braber, Mccabe & Denmark | NONE | $30,779 | not reported in the loaded dataset |
| 617mediagroup | NONE | $28,875 | not reported in the loaded dataset |
| Spear Wilderman | NONE | $27,746 | not reported in the loaded dataset |
| Xpan Law Partners Llp | NONE | $24,750 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $18,000 | not reported in the loaded dataset |
| Pnc Bank | NONE | $14,304 | not reported in the loaded dataset |
| National Vision Administrators LLC | NONE | $11,616 | not reported in the loaded dataset |
| Delaware Valley Health Care Coalit. | NONE | $0 | $11,577 |
| Canon Financial Services, Inc. | NONE | $9,407 | not reported in the loaded dataset |