Opcmia Local 526 Welfare Fund — Form 5500 plan (Board Of Trustees Opcmia Local 526 Welfare 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, Opcmia Local 526 Welfare Fund is a benefit plan reported by Board Of Trustees Opcmia Local 526 Welfare Fund under EIN 25-6103482 and plan number 501. The latest loaded filing year is 2023. The filing reports 495 participants and $16,655,108 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Opcmia Local 526 Welfare Fund
- EIN
- 25-6103482
- Plan number
- 501
- Plan type
- 1
- Location
- Munhall, PA
- Latest filing year
- 2023
- Participants
- 495
- End-of-year plan assets
- $16,655,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 495 | H, C | 20250311103247NAL0017614609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,655,108
- Total liabilities (EOY)
- $16,846
- Net assets (EOY)
- $16,638,262
- Net assets (BOY)
- $14,571,156
Income & contributions
- Employer contributions
- $5,787,454
- Participant contributions
- $328,642
- Total contributions
- $6,116,096
- Total income / additions
- $7,436,496
Expenses & distributions
- Benefits paid
- $4,860,062
- Administrative expenses
- $509,328
- Total expenses
- $5,369,390
- Net increase / (decrease)
- $2,067,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cowden Associates, Inc | CONSULTANT | $65,758 | not reported in the loaded dataset | 2023 |
| J.A. Tamsula, Inc. | NONE | $49,810 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $27,294 | not reported in the loaded dataset | 2023 |
| Stephen J. O'Brien & Associates,LLC | NONE | $24,694 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $6,050 | $0 | 2023 |
| Human Resources America, Inc | NONE | $5,772 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Opcmia Local 526 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Munhall, PA
- Cowden Associates, Inc — Schedule C compensation
- J.A. Tamsula, Inc. — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Stephen J. O'Brien & Associates,LLC — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Human Resources America, Inc — Schedule C compensation