# International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl DC Plan
Source: https://planprovider.pro/companies/international-union-of-operating-eng-jt-annuity-fd-of-eastern-pennsyl-plan

> International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl's DC plan: 9,477 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl

- **Sponsor EIN:** 232352166

- **Sponsor Address:** 1375 VIRGINIA DRIVE, SUITE 102, FORT WASHINGTON, PA, 190343257

- **Plan Type:** DC

- **Total Participants:** 9,477

- **Total Assets:** $562.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9,477|$562.5M|$45.4M|$0|

| 2023|9,614|$529.9M|$47.0M|$0|

| 2022|9,386|$476.6M|$43.2M|$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|

| IUOE PENSION FUND OF EASTERN PA|RELATED FUND|$444,525|—|$444,525|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$311,211|—|$311,211|

| INVESTMENT PERFORMANCE SERVICES|NONE|$70,000|—|$70,000|

| NOVAK FRANCELLA LLC|NONE|$46,500|—|$46,500|

| BETH MARTIN|EMPLOYEE|$34,847|—|$34,847|

| PATRICIA REPTESKI|EMPLOYEE|$31,218|—|$31,218|

| JOHN HEENAN|EMPLOYEE|$30,844|—|$30,844|

| TIMOTHY NAGY|EMPLOYEE|$29,733|—|$29,733|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [IUOE PENSION FUND OF EASTERN PA](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RELATED FUND

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [BETH MARTIN](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [PATRICIA REPTESKI](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [JOHN HEENAN](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [TIMOTHY NAGY](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $998,878

- **Estimated Expense Ratio:** 0.178% 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|$937,729|$70,000|$311,211|$46,500|—|

| 2023|$994,150|$50,000|$412,991|$45,500|—|

| 2022|$555,261|$50,000|—|—|$92,904|

## Similar Plans

- [International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De](https://planprovider.pro/companies/international-union-of-operting-eng-pen-fund-of-e-pennsylvania-and-de-plan) — 2,822 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/international-union-of-operating-eng-jt-annuity-fd-of-eastern-pennsyl-plan)

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