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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $54,250 | — | $54,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,250
- Estimated Expense Ratio: 0.005% 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 |