# International Union Of Operating Engineers Welfare Fund Of East. PA & Health & Welfare Plan Source: https://planprovider.pro/companies/international-union-of-operating-engineers-welfare-fund-of-east-pa-231402245-501 > International Union Of Operating Engineers Welfare Fund Of East. PA &'s Health & Welfare plan: 3,493 participants, plan year 2024 financials, providers, and… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [KAREN COUGLIN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [ANN CAPALDI](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [HALEY WADE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [PAUL POTAKO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [ANTHONY DEFEO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [JOHN HEENAN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [WILLIAM MCGUIRE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [MARIA DANYLUK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [PAUL CAREY III](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor - [MICHAEL FEHRLE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [CHARLES BUMBAUGH](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [JESSICA KRIGER](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [NATHAN SMITH](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [ANDREA GASS](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [BETH MARTIN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [ALEXIS DEAL](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [PATRICIA REPETSKI](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [TIMOTHY NAGY](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:** $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| ## Similar Plans - [International Union Of Operating Eng. 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