Metro-Ila Fringe Benefit Fund — Form 5500 plan (Metro - Ila Fringe Benefit Fund)
Plain-English plan 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, Metro-Ila Fringe Benefit Fund is a benefit plan reported by Metro - Ila Fringe Benefit Fund under EIN 13-3050863 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,549 participants and $73,316,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metro - Ila Fringe Benefit Fund
- EIN
- 13-3050863
- Plan number
- 501
- Plan type
- 1
- Location
- Rutherford, NJ
- Latest filing year
- 2023
- Participants
- 1,549
- End-of-year plan assets
- $73,316,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,549 | H, C | 20241015215650NAL0029744625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,316,234
- Total liabilities (EOY)
- $28,581,789
- Net assets (EOY)
- $44,734,445
- Net assets (BOY)
- $38,939,493
Income & contributions
- Employer contributions
- $48,402,665
- Total contributions
- $48,402,665
- Total income / additions
- $52,031,267
Expenses & distributions
- Benefits paid
- $45,215,235
- Administrative expenses
- $1,021,080
- Total expenses
- $46,236,315
- Net increase / (decrease)
- $5,794,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| George Bueno | EMPLOYEE OF REL'D ORGNS | $76,297 | not reported in the loaded dataset | 2023 |
| Doreen Pecora | EMPLOYEE OF RELATED PLANS | $60,145 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Mgmt. | INV'T MNGR FOR REL'D PLAN | $51,804 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company Llp | AUDITOR FOR REL'D ORG'NS | $48,000 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services Ltd Co | INV'T MNGR FOR REL'D PLAN | $46,910 | not reported in the loaded dataset | 2023 |
| Savasta And Company, Inc. | ACTUARY FOR REL'D PLAN | $45,000 | not reported in the loaded dataset | 2023 |
| Giblin & Lynch | ATTORNEY OF REL'D ORGNS | $40,624 | not reported in the loaded dataset | 2023 |
| Gaetano Marra | EMPLOYEE OF REL'D ORGNS | $38,149 | not reported in the loaded dataset | 2023 |
| Andrew Cross | EMPLOYEE OF RELATED PLANS | $33,944 | not reported in the loaded dataset | 2023 |
| Andrew L. Monteleone, Esq | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Tracey Biondi | EMPLOYEE OF RELATED PLANS | $26,770 | not reported in the loaded dataset | 2023 |
| Faniela Gonzalez | EMPLOYEE OF RELATED PLANS | $26,133 | not reported in the loaded dataset | 2023 |
| Marguerite Bogda | EMPLOYEE OF RELATED PLANS | $25,210 | not reported in the loaded dataset | 2023 |
| Jerome Brancato | EMPLOYEE OF RELATED PLANS | $25,107 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, LLC | ADVISER FOR REL'D PLAN | $21,231 | not reported in the loaded dataset | 2023 |
| First State Trust Company | CUSTODIAN FOR RELATED PLA | $12,208 | not reported in the loaded dataset | 2023 |
| Robert H. Bogucki, P.C. | ATTORNEY OF REL'D ORGNS | $9,265 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metro - Ila Fringe Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Rutherford, NJ
- George Bueno — Schedule C compensation
- Doreen Pecora — Schedule C compensation
- Morgan Stanley Wealth Mgmt. — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Sage Advisory Services Ltd Co — Schedule C compensation
- Savasta And Company, Inc. — Schedule C compensation
- Giblin & Lynch — Schedule C compensation
- Gaetano Marra — Schedule C compensation
- Andrew Cross — Schedule C compensation
- Andrew L. Monteleone, Esq — Schedule C compensation
- Tracey Biondi — Schedule C compensation
- Faniela Gonzalez — Schedule C compensation
- Marguerite Bogda — Schedule C compensation
- Jerome Brancato — Schedule C compensation
- Manning & Napier Advisors, LLC — Schedule C compensation
- First State Trust Company — Schedule C compensation
- Robert H. Bogucki, P.C. — Schedule C compensation