International Union Of Operating Engineers Joint Annuity Fund Of Eastern Pennsylvania And Delaware — Form 5500 plan (International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl)
Plain-English plan 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, International Union Of Operating Engineers Joint Annuity Fund Of Eastern Pennsylvania And Delaware is a benefit plan reported by International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl under EIN 23-2352166 and plan number 002. The latest loaded filing year is 2023. The filing reports 11,683 participants and $529,895,564 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl
- EIN
- 23-2352166
- Plan number
- 002
- Plan type
- 1
- Location
- Fort Washington, PA
- Latest filing year
- 2023
- Participants
- 11,683
- End-of-year plan assets
- $529,895,564
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,683 | H, C | 20241012164418NAL0041997664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $529,895,564
- Total liabilities (EOY)
- $570,696
- Net assets (EOY)
- $529,324,868
- Net assets (BOY)
- $476,199,500
Income & contributions
- Employer contributions
- $46,953,752
- Total contributions
- $47,058,611
- Total income / additions
- $100,558,470
Expenses & distributions
- Benefits paid
- $46,438,952
- Administrative expenses
- $994,150
- Total expenses
- $47,433,102
- Net increase / (decrease)
- $53,125,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iuoe Pension Fund Of Eastern Pa | RELATED FUND | $446,356 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $412,991 | $0 | 2023 |
| Cleary, Josem & Trigiani Llp | NONE | $58,742 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $45,500 | not reported in the loaded dataset | 2023 |
| Beth Martin | EMPLOYEE | $33,880 | not reported in the loaded dataset | 2023 |
| Patricia Repteski | EMPLOYEE | $31,774 | not reported in the loaded dataset | 2023 |
| John Heenan | EMPLOYEE | $29,942 | not reported in the loaded dataset | 2023 |
| Timothy Nagy | EMPLOYEE | $27,064 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Fort Washington, PA
- Iuoe Pension Fund Of Eastern Pa — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Cleary, Josem & Trigiani Llp — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Beth Martin — Schedule C compensation
- Patricia Repteski — Schedule C compensation
- John Heenan — Schedule C compensation
- Timothy Nagy — Schedule C compensation