2023 Form 5500 filing — Local 1964 Ila Health & Insurance 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 20250515112239NAL0014738723001) for Local 1964 Ila Health & Insurance Fund, reported by Local 1964 Ila Health And Insurance Fund under EIN 23-7248562 and plan number 501. It reports 1,078 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)$34.8MReported net assets$34,793,367
Participants1.1K1,078
Provider compensation$1.8M24 Schedule C row(s)$1,838,837
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250515112239NAL0014738723001
- Plan sponsor
- Local 1964 Ila Health And Insurance Fund
- EIN
- 23-7248562
- Plan number
- 501
- Location
- Ridgefield Park, NJ
- 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)$35.4M total assets
Net assets$34.8MLiabilities$558.2K
Full reported line items
- Total assets (EOY)
- $35,351,543
- Total liabilities (EOY)
- $558,176
- Net assets (EOY)
- $34,793,367
- Employer contributions
- $5,849,389
- Participant contributions
- $6,660
- Total income / additions
- $9,037,955
- Benefits paid
- $4,479,080
- Administrative expenses
- $1,951,021
- Total expenses
- $6,430,101
- Net increase / (decrease)
- $2,607,854
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hilda Sanchez | EMPLOYEE | $139,681 | not reported in the loaded dataset |
| Optimum Technolgies Inc | NONE | $139,200 | not reported in the loaded dataset |
| Lorraine Levy | EMPLOYEE | $138,044 | not reported in the loaded dataset |
| Magnacare Adminstrative Svcs LLC | NONE | $129,690 | not reported in the loaded dataset |
| Franca Euvino | EMPLOYEE | $115,675 | not reported in the loaded dataset |
| Richard Gallo | EMPLOYEE | $110,293 | not reported in the loaded dataset |
| United Labor Systems | NONE | $109,225 | not reported in the loaded dataset |
| Pricilla Poveda Garcia | EMPLOYEE | $102,650 | not reported in the loaded dataset |
| Reliance Trust Company | NONE | $100,831 | not reported in the loaded dataset |
| Adam Harris | EMPLOYEE | $98,901 | not reported in the loaded dataset |
| David Harris | EMPLOYEE | $92,582 | not reported in the loaded dataset |
| Evelyn Dejesus Gutierrez | EMPLOYEE | $83,419 | not reported in the loaded dataset |
| Florence Sacino | EMPLOYEE | $70,659 | not reported in the loaded dataset |
| Benecard Services, Inc. | NONE | $69,487 | not reported in the loaded dataset |
| Miranda Tyner | EMPLOYEE | $63,449 | not reported in the loaded dataset |
| Maria Ortiz | EMPLOYEE | $55,802 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $49,591 | not reported in the loaded dataset |
| Dr Stephen Jaffe | NONE | $41,600 | not reported in the loaded dataset |
| Eric M. Harris, Esq., P.C. | NONE | $36,000 | not reported in the loaded dataset |
| Nancy Bonsanti | EMPLOYEE | $30,570 | not reported in the loaded dataset |
| United Healthcare Services, Inc. | NONE | $25,403 | not reported in the loaded dataset |
| Healthplex Inc | NONE | $17,290 | not reported in the loaded dataset |
| Back Nine Consulting, LLC | NONE | $12,700 | not reported in the loaded dataset |
| Png Cyber, LLC | NONE | $6,095 | not reported in the loaded dataset |