2023 Form 5500 filing — Local No. 863 Welfare 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 20250115144536NAL0012790659001) for Local No. 863 Welfare Plan, reported by Local No. 863 Welfare Plan under EIN 22-1478216 and plan number 501. It reports 2,903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$24.4MReported net assets$24,398,357

Participants2.9K2,903

Provider compensation$1M13 Schedule C row(s)$1,045,211

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250115144536NAL0012790659001
Plan sponsor: Local No. 863 Welfare Plan
EIN: 22-1478216
Plan number: 501
Location: Mountainside, NJ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.8M total assets

Net assets$24.4MLiabilities$2.4M

Money in vs. money out

Total income / additions$50M

Total expenses$48.6M

Benefits paid / distributions$44.3M

Contributions

Employer$45.9M

Participant$102.7K

Full reported line items

Total assets (EOY): $26,780,321
Total liabilities (EOY): $2,381,964
Net assets (EOY): $24,398,357
Employer contributions: $45,898,540
Participant contributions: $102,668
Total income / additions: $50,045,481
Benefits paid: $44,251,140
Administrative expenses: $4,352,794
Total expenses: $48,603,934
Net increase / (decrease): $1,441,547

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Kathryn Zizza$150.5K
EMPLOYEE · Direct $150.5K
2
Health Care Admin$141.5K
ADMIN. · Direct $141.5K
3
Kenneth Nowak, Esq.$126K
ATTORNEY · Direct $126K · Indirect $0
4
Bederson Llp$90.8K
AUDITOR · Direct $90.8K
5
Statewide Health Data Systems$87K
COMPUTER SERVICE · Direct $87K
6
The Segal Company$81K
ACTUARY · Direct $81K
7
Anna Romano$70K
EMPLOYEE · Direct $70K
8
Rosa Vigario$68.7K
EMPLOYEE · Direct $68.7K
9
Anna Pannella$64.6K
EMPLOYEE · Direct $64.6K
10
Donna Clader$63.5K
EMPLOYEE · Direct $63.5K
11
Janney Montgomery Scott LLC$62.2K
INVESTMENT ADVISER · Direct $62.2K · Indirect $0
12
Lori Dibenedetto$20.1K
EMPLOYEE · Direct $20.1K
13
Zazzali Et Al$19.2K
ATTORNEY · Direct $19.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250115144536NAL0012790659001 cover?: It is the 2023 Form 5500 filing for Local No. 863 Welfare Plan, reported by Local No. 863 Welfare Plan (EIN 22-1478216).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).