2023 Form 5500 filing — Local 1158 Welfare Plan Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015134941NAL0014754995001) for Local 1158 Welfare Plan Fund, reported by Local 1158 Welfare Plan Fund under EIN 22-7051778 and plan number 501. It reports 3,983 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134941NAL0014754995001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 1158 Welfare Plan Fund
- EIN
- 22-7051778
- Plan number
- 501
- Location
- Clifton, NJ
- Participants
- 3,983
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,708,949
- Total liabilities (EOY)
- $321,397
- Net assets (EOY)
- $6,387,552
- Employer contributions
- $2,763,517
- Total income / additions
- $4,894,192
- Benefits paid
- $2,130,212
- Administrative expenses
- $1,447,538
- Total expenses
- $3,577,750
- Net increase / (decrease)
- $1,316,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joseph P. Calabro | ASSISTANT ADMINISTRATOR | $226,406 | not reported in the loaded dataset |
| George Serio | EMPLOYEE | $203,525 | not reported in the loaded dataset |
| Carella Byrne | LEGAL | $158,125 | not reported in the loaded dataset |
| Michael Tortorelli | EMPLOYEE | $83,855 | not reported in the loaded dataset |
| Christine Fawcett | EMPLOYEE | $81,939 | not reported in the loaded dataset |
| Donna Cerniglia | EMPLOYEE | $73,441 | not reported in the loaded dataset |
| Celeste Calabro | EMPLOYEE | $54,569 | not reported in the loaded dataset |
| Joann Cataldo | EMPLOYEE | $50,151 | not reported in the loaded dataset |
| Andrea Burgess | EMPLOYEE | $47,028 | not reported in the loaded dataset |
| Anthony Pinadella | CLAIMS REVIEW | $46,200 | not reported in the loaded dataset |
| Sandra Jimemez | EMPLOYEE | $20,854 | not reported in the loaded dataset |
| Insight Global LLC | PLACEMENT SERVICE | $18,810 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | INVESTMENT MANAGEMENT | $11,140 | not reported in the loaded dataset |