International Union Of Operating Engineers Joint Annuity Fund Of Eastern Pennsylvania And Delaware
Sponsored by International Union Of Operating Eng. Jt Annuity Fd Of Eastern Pennsyl · EIN 232352166 · Plan #002
- Total assets
- $562M
- Net assets
- $562M
- Active participants
- 9,477
- With balances
- 11,768
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Iuoe Pension Fund Of Eastern Pa | Other services, Direct payment from the plan | $444,525 |
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan | $311,211 |
| Investment Performance Services | Investment management, Investment management fees (direct) | $70,000 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $46,500 |
| Beth Martin | Employee (plan), Direct payment from the plan | $34,847 |
| Patricia Repteski | Employee (plan), Direct payment from the plan | $31,218 |
| John Heenan | Employee (plan), Direct payment from the plan | $30,844 |
| Timothy Nagy | Employee (plan), Direct payment from the plan | $29,733 |