Plan Snapshot
- Plan Sponsor: International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De
- Sponsor EIN: 236405239
- Sponsor Address: 1375 VIRGINIA DRIVE, SUITE 102, FORT WASHINGTON, PA, 190343257
- Plan Type: DB
- Total Participants: 2,822
- Total Assets: $1.1B
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 | 2,822 | $1.1B | $40.9M | $0 |
| 2023 | 2,918 | $1.0B | $44.6M | $0 |
| 2022 | 2,911 | $956.3M | $41.9M | $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 |
|---|---|---|---|---|
| PRUDENTIAL ASSET MGT | NONE | $1,282,655 | — | $1,282,655 |
| PATRIOT FINANCIAL PARTNERS, LP | NONE | — | $1,222,695 | $1,222,695 |
| SIERRA INVESTMENT PARTNERS INC. | NONE | $502,509 | — | $502,509 |
| JOHNSTON ASSET MANAGEMENT | NONE | $421,532 | — | $421,532 |
| GREAT LAKES ADVISORS, LLC | NONE | $418,812 | — | $418,812 |
| AMERICAN REALTY ADVISORS | NONE | $342,582 | — | $342,582 |
| FOUNDRY PARTNERS, LLC | NONE | $318,076 | $21,828 | $339,904 |
| HARDMAN JOHNSTON GLOBAL ADVISORS LL | NONE | $322,922 | — | $322,922 |
| JPMORGAN CHASE BANK, N.A. | NONE | $260,830 | — | $260,830 |
| INVESTMENT PERFORMANCE SERVICES | NONE | $255,000 | — | $255,000 |
| DANA INVESTMENT ADVISORS INC | NONE | $222,385 | — | $222,385 |
| WEDGE CAPITAL MANAGEMENT, LLP | NONE | $218,390 | — | $218,390 |
| NATHAN SMITH | EMPLOYEE | $164,208 | — | $164,208 |
| INTERCONTINENTAL REAL ESTATE INVEST | NONE | $162,111 | — | $162,111 |
| CHARTWELL INVESTMENT MANAGEMENT | NONE | $154,448 | — | $154,448 |
| PRINCIPAL BANK | NONE | $106,615 | — | $106,615 |
| JOHN HEENAN | EMPLOYEE | $98,141 | — | $98,141 |
| PAUL POTAKO | EMPLOYEE | $87,896 | — | $87,896 |
| ANDREA GASS | EMPLOYEE | $79,024 | — | $79,024 |
| THE MCKEOGH COMPANY | NONE | $76,500 | — | $76,500 |
| WILLIAM MCGUIRE | EMPLOYEE | $73,558 | — | $73,558 |
| PAUL CAREY, III | EMPLOYEE | $69,583 | — | $69,583 |
| CHARLES BUMBAUGH | EMPLOYEE | $59,375 | — | $59,375 |
| CLEARY, JOSEM,& TRIGIANI LLP | NONE | $57,886 | — | $57,886 |
| NOVAK FRANCELLA LLC | NONE | $54,250 | — | $54,250 |
| MICHAEL FEHRLE | EMPLOYEE | $49,581 | — | $49,581 |
| TIMOTHY NAGY | EMPLOYEE | $46,087 | — | $46,087 |
| JESSICA KRIGER | EMPLOYEE | $45,683 | — | $45,683 |
| SUSANIN WIDMAN & BRENNAN, PC | NONE | $42,350 | — | $42,350 |
| ALEXIS DEAL | EMPLOYEE | $40,846 | — | $40,846 |
| MARIA DANYLUK | EMPLOYEE | $40,435 | — | $40,435 |
| TIMOTHY RUSSO | EMPLOYEE | $35,100 | — | $35,100 |
| BETH MARTIN | EMPLOYEE | $33,822 | — | $33,822 |
| PATRICIA REPETSKI | EMPLOYEE | $33,218 | — | $33,218 |
| ANTHONY DEFEO | EMPLOYEE | $30,220 | — | $30,220 |
| JRP & ASSOCIATES, LLC | NONE | $30,000 | — | $30,000 |
| SCANTEK, INC. | NONE | $23,708 | — | $23,708 |
| XPAN LAW PARTNERS, LLC | NONE | $8,002 | — | $8,002 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL ASSET MGT — NONE
- JPMORGAN CHASE BANK, N.A. — NONE
- NATHAN SMITH — EMPLOYEE
- JOHN HEENAN — EMPLOYEE
- PAUL POTAKO — EMPLOYEE
- ANDREA GASS — EMPLOYEE
- WILLIAM MCGUIRE — EMPLOYEE
- PAUL CAREY, III — EMPLOYEE
- CHARLES BUMBAUGH — EMPLOYEE
- NOVAK FRANCELLA LLC — NONE
- MICHAEL FEHRLE — EMPLOYEE
- TIMOTHY NAGY — EMPLOYEE
- JESSICA KRIGER — EMPLOYEE
- ALEXIS DEAL — EMPLOYEE
- MARIA DANYLUK — EMPLOYEE
- TIMOTHY RUSSO — EMPLOYEE
- BETH MARTIN — EMPLOYEE
- PATRICIA REPETSKI — EMPLOYEE
- ANTHONY DEFEO — EMPLOYEE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,512,863
- Estimated Expense Ratio: 0.708% 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 | $8,358,034 | $6,439,521 | — | $54,250 | — |
| 2023 | $7,895,974 | $6,265,661 | — | $54,250 | — |
| 2022 | $6,438,423 | $4,948,559 | — | — | $209,971 |