# Int'L Union Of Operating Engrs Of E.PA & De Supplemental Unemplmt Bene Health & Welfare Plan
Source: https://planprovider.pro/companies/int-l-union-of-operating-engrs-of-e-pa-de-supplemental-unemplmt-bene-232075110-501

> Int'L Union Of Operating Engrs Of E.PA & De Supplemental Unemplmt Bene's Health & Welfare plan: 2,312 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [PAUL CAREY III](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [MICHAEL FEHRLE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [CHARLES BUMBAUGH](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [TIMOTHY NAGY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [BETH MARTIN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [MARIA DANYLUK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [JOHN HEENAN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [PATRICIA REPETSKI](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/int-l-union-of-operating-engrs-of-e-pa-de-supplemental-unemplmt-bene-232075110-501)

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