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Original filing (PDF)20251015083815NAL0004085921001
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EAST. PA &
Form 5500
FILING_RECEIVED
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EASTERN PENNSYLVANIA AND DELAWARE
Health & welfare plan
Signals · 3
~366 bps in Sched C feesNo recordkeeper disclosed42 service providers
Active participants
3,493
Accounts w/ balance
—
Plan assets (EOY)
$243.1M
Net assets (EOY)
$232.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 366 bps in Schedule C fees — 3561% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EAST. PA &.
Plan sponsor
Name
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EAST. PA &
EIN
23-1402245
Address
1375 VIRGINIA DRIVE, SUITE 102 · FORT WASHINGTON, PA · 19034
Phone
(215) 542-8211
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
42 rowsOther
42| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS PLUS | 23-0370270 | — | NONE | $2.1M | — |
| HEALTHSTAT, INC. | 56-2273744 | — | NONE | $1.6M | — |
| HEALTH CARE SOLUTIONS CORPORATION | 23-2630637 | — | NONE | $1.1M | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $991K | — |
| GUARDIAN NURSES | 57-1187937 | — | NONE | $233K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | — | NONE | $218K | — |
| ALLIED TRADES ASSISTANCE PROGRAM | 23-2591093 | — | NONE | $217K | — |
| KAREN COUGLIN | 23-1402245 | — | EMPLOYEE | $181K | — |
| GINA PASTELLA | 23-1402245 | — | EMPLOYEE | $181K | — |
| ELMC RX SOLUTIONS, LLC | 47-4776379 | — | NONE | $166K | — |
| ANN CAPALDI | 23-1402245 | — | EMPLOYEE | $128K | — |
| HALEY WADE | 23-1402245 | — | EMPLOYEE | $115K | — |
| PAUL POTAKO | 23-1402245 | — | EMPLOYEE | $106K | — |
| ANTHONY DEFEO | 23-1402245 | — | EMPLOYEE | $106K | — |
| FOUNDRY PARTNERS, LLC | 46-1184506 | — | NONE | $105K | — |
| JOHN HEENAN | 23-1402245 | — | EMPLOYEE | $98K | — |
| COLUMBIA PARTNERS LLC INVESTMENT | 52-1940739 | — | NONE | $82K | — |
| SIERRA INVESTMENT PARTNERS, INC. | 68-0370668 | — | NONE | $81K | — |
| BOLTON PARTNERS NORTHEAST, INC. | 52-1231144 | — | NONE | $80K | — |
| CLEARY, JOSEM & TRIGIANI LLP | 23-2657967 | — | NONE | $80K | — |
| WILLIAM MCGUIRE | 23-1402245 | — | EMPLOYEE | $74K | — |
| MARIA DANYLUK | 23-1402245 | — | EMPLOYEE | $72K | — |
| PAUL CAREY III | 23-1402245 | — | EMPLOYEE | $70K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $64K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-2432392 | — | NONE | $53K | — |
| MICHAEL FEHRLE | 23-1402245 | — | EMPLOYEE | $50K | — |
| CHARLES BUMBAUGH | 23-1402245 | — | EMPLOYEE | $49K | — |
| WELLS FARGO BANK | 41-0449260 | — | NONE | $49K | — |
| JESSICA KRIGER | 23-1402245 | — | EMPLOYEE | $44K | — |
| SUSANIN, WIDMAN, & BRENNAN, P.C. | 23-2265950 | — | NONE | $42K | — |
| HEALTHSMART RX SOLUTIONS, INC. | 34-1635597 | — | NONE | $42K | — |
| NATHAN SMITH | 23-1402245 | — | EMPLOYEE | $41K | — |
| ANDREA GASS | 23-1402245 | — | EMPLOYEE | $39K | — |
| SERVICE & MAINTENANCE PROFESSIONALS | — | WARMINSTER, PA | NONE | $36K | — |
| BETH MARTIN | 23-1402245 | — | EMPLOYEE | $35K | — |
| ALEXIS DEAL | 23-1402245 | — | EMPLOYEE | $35K | — |
| PATRICIA REPETSKI | 23-1402245 | — | EMPLOYEE | $33K | — |
| JRP & ASSOCIATES, LLC | — | NORTH WALES, PA | NONE | $32K | — |
| PRINCIPAL BANK | 42-1520346 | — | NONE | $29K | — |
| VISION BENEFITS OF AMERICA INC. | 25-1149206 | — | NONE | $26K | — |
| TIMOTHY NAGY | 23-1402245 | — | EMPLOYEE | $25K | — |
| ADP, INC. | 22-1467904 | — | NONE | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.