2023 Form 5500 filing — Metro-Ila Individual Account Retirement Plan
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 20241015223733NAL0029800353004) for Metro-Ila Individual Account Retirement Plan, reported by Board Of Trustees Metro - Ila Individual under EIN 22-3525303 and plan number 001. It reports 1,427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015223733NAL0029800353004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Metro - Ila Individual
- EIN
- 22-3525303
- Plan number
- 001
- Location
- Rutherford, NJ
- Participants
- 1,427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $243,556,567
- Total liabilities (EOY)
- $128,626
- Net assets (EOY)
- $243,427,941
- Employer contributions
- $15,937,441
- Total income / additions
- $43,649,746
- Benefits paid
- $11,993,847
- Administrative expenses
- $458,389
- Total expenses
- $12,452,236
- Net increase / (decrease)
- $31,197,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jerome Brancato | EMPLOYEE OF RELATED PLANS | $99,833 | not reported in the loaded dataset |
| George Bueno | EMPLOYEE OF RELATED PLANS | $43,598 | not reported in the loaded dataset |
| Andrew Cross | EMPLOYEE OF RELATED PLANS | $34,287 | not reported in the loaded dataset |
| Tracey Biondi | EMPLOYEE OF RELATED PLANS | $26,770 | not reported in the loaded dataset |
| Buchbinder Tunick & Company, Llp | AUDITOR | $10,000 | not reported in the loaded dataset |
| Giblin & Lynch | COUNSEL OF RELATED PLANS | $8,089 | not reported in the loaded dataset |
| Robert Bogucki | COUNSEL OF RELATED PLANS | $5,210 | not reported in the loaded dataset |