I.U.P.A.T. Of Western Pa Annuity Fund — Form 5500 plan (Board Of Trustees, I.U.P.A.T. Annuity Fund Of Western Pa)
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, I.U.P.A.T. Of Western Pa Annuity Fund is a benefit plan reported by Board Of Trustees, I.U.P.A.T. Annuity Fund Of Western Pa under EIN 25-1304459 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,080 participants and $76,366,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, I.U.P.A.T. Annuity Fund Of Western Pa
- EIN
- 25-1304459
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 3,080
- End-of-year plan assets
- $76,366,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,080 | H, C | 20241002082403NAL0008515153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,366,551
- Total liabilities (EOY)
- $52,418
- Net assets (EOY)
- $76,314,133
- Net assets (BOY)
- $66,872,840
Income & contributions
- Employer contributions
- $5,862,373
- Total contributions
- $5,863,042
- Total income / additions
- $14,347,564
Expenses & distributions
- Benefits paid
- $4,461,921
- Administrative expenses
- $444,350
- Total expenses
- $4,906,271
- Net increase / (decrease)
- $9,441,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORD KEEPER | $150,834 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT CONSULTANT | $97,614 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | CONTRACT ADMINISTRATOR | $70,680 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $28,537 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic, & Scott | NONE | $16,672 | not reported in the loaded dataset | 2023 |
| Tucker Arensberg | NONE | $10,483 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, I.U.P.A.T. Annuity Fund Of Western Pa
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Newport Group, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Meyer, Unkovic, & Scott — Schedule C compensation
- Tucker Arensberg — Schedule C compensation