Plan Snapshot
- Plan Sponsor: International Union Of Operating Engineers Welfare Fund Of East. PA &
- Sponsor EIN: 231402245
- Sponsor Address: 1375 VIRGINIA DRIVE, SUITE 102, FORT WASHINGTON, PA, 19034
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,493
- Total Assets: $243.1M
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 | 3,493 | $243.1M | $81.9M | $6.2M |
| 2023 | 3,650 | $243.3M | $84.3M | $6.0M |
| 2022 | 3,590 | $232.6M | $80.6M | $5.9M |
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 |
|---|---|---|---|---|
| BLUE CROSS PLUS | Other Service Provider | $2,129,955 | — | $2,129,955 |
| HEALTHSTAT, INC. | Other Service Provider | $1,569,264 | — | $1,569,264 |
| HEALTH CARE SOLUTIONS CORPORATION | Other Service Provider | $1,081,130 | — | $1,081,130 |
| EXPRESS SCRIPTS | Other Service Provider | $991,469 | — | $991,469 |
| GUARDIAN NURSES | Other Service Provider | $232,740 | — | $232,740 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $217,788 | — | $217,788 |
| ALLIED TRADES ASSISTANCE PROGRAM | Other Service Provider | $216,713 | — | $216,713 |
| GINA PASTELLA | Recordkeeper | $180,623 | — | $180,623 |
| KAREN COUGLIN | Recordkeeper | $180,623 | — | $180,623 |
| ELMC RX SOLUTIONS, LLC | Other Service Provider | $165,550 | — | $165,550 |
| ANN CAPALDI | Recordkeeper | $127,549 | — | $127,549 |
| HALEY WADE | Recordkeeper | $115,441 | — | $115,441 |
| PAUL POTAKO | Recordkeeper | $106,052 | — | $106,052 |
| ANTHONY DEFEO | Recordkeeper | $105,768 | — | $105,768 |
| FOUNDRY PARTNERS, LLC | Other Service Provider | $105,139 | — | $105,139 |
| JOHN HEENAN | Recordkeeper | $98,141 | — | $98,141 |
| COLUMBIA PARTNERS LLC INVESTMENT | Other Service Provider | $81,670 | — | $81,670 |
| SIERRA INVESTMENT PARTNERS, INC. | Other Service Provider | $80,535 | — | $80,535 |
| BOLTON PARTNERS NORTHEAST, INC. | Other Service Provider | $80,000 | — | $80,000 |
| CLEARY, JOSEM & TRIGIANI LLP | Other Service Provider | $79,732 | — | $79,732 |
| WILLIAM MCGUIRE | Recordkeeper | $73,558 | — | $73,558 |
| MARIA DANYLUK | Recordkeeper | $72,203 | — | $72,203 |
| PAUL CAREY III | Recordkeeper | $69,583 | — | $69,583 |
| NOVAK FRANCELLA LLC | Auditor | $63,980 | — | $63,980 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $53,000 | — | $53,000 |
| MICHAEL FEHRLE | Recordkeeper | $49,581 | — | $49,581 |
| CHARLES BUMBAUGH | Recordkeeper | $49,479 | — | $49,479 |
| WELLS FARGO BANK | Other Service Provider | $49,056 | — | $49,056 |
| JESSICA KRIGER | Recordkeeper | $44,414 | — | $44,414 |
| SUSANIN, WIDMAN, & BRENNAN, P.C. | Other Service Provider | $42,350 | — | $42,350 |
| HEALTHSMART RX SOLUTIONS, INC. | Other Service Provider | $41,743 | — | $41,743 |
| NATHAN SMITH | Recordkeeper | $41,052 | — | $41,052 |
| ANDREA GASS | Recordkeeper | $38,777 | — | $38,777 |
| SERVICE & MAINTENANCE PROFESSIONALS | Other Service Provider | $36,379 | — | $36,379 |
| BETH MARTIN | Recordkeeper | $35,189 | — | $35,189 |
| ALEXIS DEAL | Recordkeeper | $34,823 | — | $34,823 |
| PATRICIA REPETSKI | Recordkeeper | $33,218 | — | $33,218 |
| JRP & ASSOCIATES, LLC | Other Service Provider | $31,600 | — | $31,600 |
| PRINCIPAL BANK | Other Service Provider | $29,497 | — | $29,497 |
| VISION BENEFITS OF AMERICA INC. | Other Service Provider | $26,105 | — | $26,105 |
| TIMOTHY NAGY | Recordkeeper | $25,273 | — | $25,273 |
| ADP, INC. | Other Service Provider | $12,185 | — | $12,185 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GINA PASTELLA — Recordkeeper
- KAREN COUGLIN — Recordkeeper
- ANN CAPALDI — Recordkeeper
- HALEY WADE — Recordkeeper
- PAUL POTAKO — Recordkeeper
- ANTHONY DEFEO — Recordkeeper
- JOHN HEENAN — Recordkeeper
- WILLIAM MCGUIRE — Recordkeeper
- MARIA DANYLUK — Recordkeeper
- PAUL CAREY III — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
- MICHAEL FEHRLE — Recordkeeper
- CHARLES BUMBAUGH — Recordkeeper
- JESSICA KRIGER — Recordkeeper
- NATHAN SMITH — Recordkeeper
- ANDREA GASS — Recordkeeper
- BETH MARTIN — Recordkeeper
- ALEXIS DEAL — Recordkeeper
- PATRICIA REPETSKI — Recordkeeper
- TIMOTHY NAGY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,898,927
- Estimated Expense Ratio: 3.661% 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 | $3,089,270 | $538,131 | — | $63,980 | — |
| 2023 | $2,985,899 | $456,013 | — | $49,388 | — |
| 2022 | $2,860,485 | $481,328 | — | — | $158,254 |