2023 Form 5500 filing — Ila Locals 1922-1/2062 Health And Welfare 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 20250217213011NAL0003996368001) for Ila Locals 1922-1/2062 Health And Welfare Fund, reported by International Longshoremens Association Local 1922 Health And under EIN 23-7038555 and plan number 501. It reports 262 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)$8MReported net assets$7,954,646
Participants262
Provider compensation$228.2K6 Schedule C row(s)$228,216
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250217213011NAL0003996368001
- Plan sponsor
- International Longshoremens Association Local 1922 Health And
- EIN
- 23-7038555
- Plan number
- 501
- Location
- Miami, FL
- Received date
- not reported in the loaded dataset
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)$8.1M total assets
Net assets$8MLiabilities$119.9K
Full reported line items
- Total assets (EOY)
- $8,074,577
- Total liabilities (EOY)
- $119,931
- Net assets (EOY)
- $7,954,646
- Employer contributions
- $2,688,711
- Total income / additions
- $3,438,671
- Benefits paid
- $1,731,989
- Administrative expenses
- $456,363
- Total expenses
- $2,188,352
- Net increase / (decrease)
- $1,250,319
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arty Cohn & Feuer Lc | SERVICE PROVIDER | $73,291 | not reported in the loaded dataset |
| Nancy Jimenez | SERVICE PROVIDER | $36,133 | not reported in the loaded dataset |
| Sugarman & Susskind Pa | SERVICE PROVIDER | $35,500 | not reported in the loaded dataset |
| Marilyn Ruiz | PLAN EMPLOYEE | $28,001 | not reported in the loaded dataset |
| Dalta Enriquez | PLAN EMPLOYEE | $28,001 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | BROKERAGE | $27,290 | $0 |