Plan Snapshot
- Plan Sponsor: Int'L Union Of Operating Engrs Of E.PA & De Supplemental Unemplmt Bene
- Sponsor EIN: 232075110
- Sponsor Address: 1375 VIRGINIA DRIVE, STE. 102, FORT WASHINGTON, PA, 19034
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,312
- Total Assets: $23.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,312 | $23.7M | $2.5M | $0 |
| 2023 | 2,401 | $24.0M | $5.2M | $0 |
| 2022 | 2,397 | $22.1M | $4.9M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIAM MCGUIRE | Recordkeeper | $68,654 | — | $68,654 |
| PAUL CAREY III | Recordkeeper | $64,944 | — | $64,944 |
| MICHAEL FEHRLE | Recordkeeper | $46,276 | — | $46,276 |
| CHARLES BUMBAUGH | Recordkeeper | $41,562 | — | $41,562 |
| TIMOTHY NAGY | Recordkeeper | $34,193 | — | $34,193 |
| NOVAK FRANCELLA LLC | Auditor | $33,750 | — | $33,750 |
| BETH MARTIN | Recordkeeper | $33,480 | — | $33,480 |
| MARIA DANYLUK | Recordkeeper | $31,769 | — | $31,769 |
| JOHN HEENAN | Recordkeeper | $30,844 | — | $30,844 |
| PATRICIA REPETSKI | Recordkeeper | $30,449 | — | $30,449 |
| SUSANIN, WIDMAN, & BRENNAN, P.C. | Other Service Provider | $13,750 | — | $13,750 |
| CHARTWELL INVESTMENT PARTNERS, LLC | Other Service Provider | $13,326 | — | $13,326 |
| COLUMBIA PARTNERS INVESTMENT MGMT | Other Service Provider | $12,911 | — | $12,911 |
| PRINCIPAL BANK | Other Service Provider | $10,655 | — | $10,655 |
| CLEARY, JOSEM & TRIGIANI, LLP | Other Service Provider | $9,000 | — | $9,000 |
| WELLS FARGO | Other Service Provider | $6,618 | — | $6,618 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $5,300 | — | $5,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAM MCGUIRE — Recordkeeper
- PAUL CAREY III — Recordkeeper
- MICHAEL FEHRLE — Recordkeeper
- CHARLES BUMBAUGH — Recordkeeper
- TIMOTHY NAGY — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
- BETH MARTIN — Recordkeeper
- MARIA DANYLUK — Recordkeeper
- JOHN HEENAN — Recordkeeper
- PATRICIA REPETSKI — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $487,481
- Estimated Expense Ratio: 2.058% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $665,292 | $31,537 | — | $33,750 | — |
| 2023 | $646,919 | $29,781 | — | $33,891 | — |
| 2022 | $651,363 | $39,342 | — | — | $72,256 |