Western Pennsylvania Electrical Employees Insurance Trust Fund — Form 5500 plan (Western Pennsylvania Electrical Employees Insurance Trust Fund)
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, Western Pennsylvania Electrical Employees Insurance Trust Fund is a benefit plan reported by Western Pennsylvania Electrical Employees Insurance Trust Fund under EIN 25-6032106 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,871 participants and $116,043,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Pennsylvania Electrical Employees Insurance Trust Fund
- EIN
- 25-6032106
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 2,871
- End-of-year plan assets
- $116,043,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,871 | H, C | 20240725155319NAL0014833217004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,043,132
- Total liabilities (EOY)
- $4,495,932
- Net assets (EOY)
- $111,547,200
- Net assets (BOY)
- $108,624,741
Income & contributions
- Employer contributions
- $56,210,098
- Participant contributions
- $773,441
- Total contributions
- $57,164,456
- Total income / additions
- $66,231,228
Expenses & distributions
- Benefits paid
- $60,721,427
- Administrative expenses
- $2,587,342
- Total expenses
- $63,308,769
- Net increase / (decrease)
- $2,922,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cds Administrators, Inc. | NONE | $1,969,286 | not reported in the loaded dataset | 2023 |
| Meritain Health | NONE | $1,080,447 | not reported in the loaded dataset | 2023 |
| Quantative Management Associates | NONE | $139,982 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $125,011 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $58,191 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, Inc. | NONE | $45,834 | not reported in the loaded dataset | 2023 |
| Intergroup | NONE | $38,000 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $37,000 | not reported in the loaded dataset | 2023 |
| Zakipoint Health, Inc. | NONE | $34,156 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott, Llp | NONE | $31,898 | not reported in the loaded dataset | 2023 |
| Exeter Trust Company | NONE | $20,888 | not reported in the loaded dataset | 2023 |
| Cowden Associates | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Pnc Advisors | NONE | $16,169 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Pennsylvania Electrical Employees Insurance Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Cds Administrators, Inc. — Schedule C compensation
- Meritain Health — Schedule C compensation
- Quantative Management Associates — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Manning & Napier Advisors, Inc. — Schedule C compensation
- Intergroup — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Zakipoint Health, Inc. — Schedule C compensation
- Meyer, Unkovic & Scott, Llp — Schedule C compensation
- Exeter Trust Company — Schedule C compensation
- Cowden Associates — Schedule C compensation
- Pnc Advisors — Schedule C compensation