2023 Form 5500 filing — Usmx-Ila Money Purchase Fund And Savings 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 20250715164903NAL0002476769003) for Usmx-Ila Money Purchase Fund And Savings Plan, reported by Board Of Trustees Of The Usmx-Ila Money Purchase Fund And Savings Plan under EIN 83-2053281 and plan number 001. It reports 4,391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715164903NAL0002476769003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Usmx-Ila Money Purchase Fund And Savings Plan
- EIN
- 83-2053281
- Plan number
- 001
- Location
- Lyndhurst, NJ
- Participants
- 4,391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,756,808
- Total liabilities (EOY)
- $1,780,929
- Net assets (EOY)
- $75,975,879
- Employer contributions
- $14,832,968
- Participant contributions
- $2,399,230
- Total income / additions
- $28,115,322
- Benefits paid
- $677,758
- Administrative expenses
- $435,900
- Total expenses
- $1,193,035
- Net increase / (decrease)
- $26,922,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $100,339 | not reported in the loaded dataset |
| Marshall And Moss | NONE | $92,907 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $63,712 | not reported in the loaded dataset |
| Reynolds Security | NONE | $47,500 | not reported in the loaded dataset |
| The Lambos Firm, Llp | NONE | $42,077 | not reported in the loaded dataset |
| Mazzola Mardon, P.C. | NONE | $41,289 | not reported in the loaded dataset |
| Ccc Service Corporation | NONE | $25,000 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $14,000 | not reported in the loaded dataset |