2023 Form 5500 filing — Pmta/Ila - Vacation & 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 20250327111853NAL0009319459001) for Pmta/Ila - Vacation & Welfare Fund, reported by Pmta/Ila - Vacation & Welfare Fund under EIN 23-2022561 and plan number 502. It reports 847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250327111853NAL0009319459001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pmta/Ila - Vacation & Welfare Fund
- EIN
- 23-2022561
- Plan number
- 502
- Location
- Philadelphia, PA
- Participants
- 847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,555,976
- Total liabilities (EOY)
- $6,607,555
- Net assets (EOY)
- $2,948,421
- Employer contributions
- $5,620,067
- Total income / additions
- $9,301,512
- Benefits paid
- $10,271,578
- Administrative expenses
- $527,789
- Total expenses
- $10,799,367
- Net increase / (decrease)
- -$1,497,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ila Benefit Fund Office | NONE | $381,548 | not reported in the loaded dataset |
| Allied Trades Assistance Program | NONE | $143,515 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $78,940 | not reported in the loaded dataset |
| Fischer Dorwart, P.C. | NONE | $12,000 | not reported in the loaded dataset |
| Cozen O'Connor | NONE | $10,000 | not reported in the loaded dataset |
| Spear Wilderman | NONE | $10,000 | not reported in the loaded dataset |