Employer

International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De

1375 Virginia Drive, Suite 102, Fort Washington, PA 19034 · EIN 23-6405239 · Jan 1, 2021 to Dec 31, 2021

Plan year 2021

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Renewal and disruption

Flags

Named parties added

+ None - Great Lakes Advisors, LLC
+ None - Kang, Haggerty & Fetbroyt, LLC

Named parties removed

− None - Rothschild Asset Management Inc
− None - Carpenters Pension & Annuity Of Phi
− None - Philadelphia Trust Co
− None - Jrp & Associates, LLC
− None - Summit Actuarial Services, LLC

Broker tenure

With Wade Financial Inc. since 2020 · 2 plan years in this dataset

Peer band

1519 Lancaster groups · 250+ lives

No stop-loss on filing. Median overlay uses the same lives band. Missing Schedule A is a gap, not $0.

Series

This company7,413Peer median635

Relationships

Who else these parties place

Novak Francella LLC46 other local groups

None

Asbestos Workers Philadelphia Welfare Fund, Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund, Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund, Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd, Benefit Fund For Hospital And Health Care Employees

Chartwell Investment Management18 other local groups

None

Bd Of Trustees Ufcw, Local 1776ks, Wd And Employers Health Fund, Board Of Administration, Carpenters Pension And An-, Board Of Trustees Of Plumbers Lu 690 Health Plan, Board Of Trustees Steamfitters Local #449 Pension Fund, Board Of Trustees Usw District 10,Local 286,

Cleary, Josem,& Trigiani LLP13 other local groups

None

Bd Of Tees Of Steamfitters Lu 420 Welfare Plan, Board Of Trustees International Brotherh Electrical Workers Pension Pl, Board Of Trustees Of Teamsters Local 830 Welfare Fund, Ibew Local # 98 Sound And Communication Workers Health And Welfare Pla, Ibew Local 98 Health & Welfare Plan Board Of

The Mckeogh Company11 other local groups

None

Asbestos Workers Philadelphia Welfare Fund, Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir, Board Of Administration, Carpenters Pension And An-, Board Of Trustees Of Plumbers Lu 690 Health Plan, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &

Investment Performance Services6 other local groups

None

Int'L Union Of Operating Engrs Of E.Pa & De Supplemental Unemplmt Bene, International Union Of Operating Engineers Welfare Fund Of East. Pa &, Ldc Prepaid Legal Fund, Sheet Metal Workers Health Fund Of Local Union No19, Trustees Cement Masons Union Local No. 592 Welfare Plan

Wedge Capital Management, LLP5 other local groups

None

Board Of Administration, Carpenters Pension And An-, Board Of Trustees Usw District 10, Local 286,, Board Of Trustees Usw District 10,Local 286,, Laborers' District Council Heavy & Highway Health & Welfare Fund, Teamsters Local 830 Pension Plan

Wells Fargo Bank5 other local groups

None

Benefit Fund For Hospital And Health Care Employees, District 1199c Legal Services Plan, Elion, Grieco & Shipman, P.C., Int'L Union Of Operating Engrs Of E.Pa & De Supplemental Unemplmt Bene, International Union Of Operating Engineers Welfare Fund Of East. Pa &

Hardman Johnston Global Advisors Ll4 other local groups

None

Board Of Administration, Carpenters Pension And An-, Laborers Local Union No. 158 Health And Welfare Fund, Teamsters Local 830 Pension Plan, Trustees Of The Cement Masons Union Local 592 Pension Plan

Great Lakes Advisors, LLC4 other local groups

None

Board Of Administration, Carpenters Pension And An-, Board Of Trustees Usw District 10,Local 286,, Central Pennsylvania Teamsters Health And Welfare Fund, Teamsters Local 830 Pension Plan

Sierra Investment Partners Inc.3 other local groups

None

Board Of Administration, Carpenters Pension And An-, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, International Union Of Operating Engineers Welfare Fund Of East. Pa &

Smith, Graham & Co. Investment Adv.2 other local groups

None

Laborers' District Council Building & Construction Health & Welfare Fu, Laborers' District Council Heavy & Highway Health & Welfare Fund

Foundry Partners, LLC2 other local groups

None

Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, International Union Of Operating Engineers Welfare Fund Of East. Pa &

Kang, Haggerty & Fetbroyt, LLC2 other local groups

None

Bd Of Tees Of Steamfitters Lu 420 Welfare Plan, Board Of Trustees Of Plumbers Lu 690 Health Plan

American Realty Advisors1 other local group

None

Teamsters Local 830 Pension Plan

Patriot Financial Partners, Lp1 other local group

None

Board Of Administration, Carpenters Pension And An-

Prudential Asset Mgt0 other local groups

None

Eaton Vance0 other local groups

None

Anthony Defeo0 other local groups

Employee

Intercontinental Real Estate Invest0 other local groups

None

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