Local 464a Educational Benefit Fund — Form 5500 plan (Local 464a Educational 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, Local 464a Educational Benefit Fund is a benefit plan reported by Local 464a Educational Benefit Fund under EIN 22-2230709 and plan number 502. The latest loaded filing year is 2023. The filing reports 10,697 participants and $6,850,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 464a Educational Benefit Fund
- EIN
- 22-2230709
- Plan number
- 502
- Plan type
- 1
- Location
- Little Falls, NJ
- Latest filing year
- 2023
- Participants
- 10,697
- End-of-year plan assets
- $6,850,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,697 | H, C | 20240729145525NAL0032286864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,850,449
- Total liabilities (EOY)
- $53,550
- Net assets (EOY)
- $6,796,899
- Net assets (BOY)
- $5,849,359
Income & contributions
- Employer contributions
- $176,717
- Total contributions
- $176,717
- Total income / additions
- $1,275,712
Expenses & distributions
- Benefits paid
- $42,000
- Administrative expenses
- $286,172
- Total expenses
- $328,172
- Net increase / (decrease)
- $947,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Matthew Durante | EMPLOYEE | $171,190 | not reported in the loaded dataset | 2023 |
| Pnc Bank Na | not reported in the loaded dataset | $11,180 | not reported in the loaded dataset | 2023 |
| Rosenberg Rich Baker Berman & Co. | not reported in the loaded dataset | $10,508 | not reported in the loaded dataset | 2023 |
| Health Plan Systems, Inc. | NONE | $7,376 | not reported in the loaded dataset | 2023 |
| Murphy Anderson Pllc | not reported in the loaded dataset | $7,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 464a Educational Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Little Falls, NJ
- Matthew Durante — Schedule C compensation
- Pnc Bank Na — Schedule C compensation
- Rosenberg Rich Baker Berman & Co. — Schedule C compensation
- Health Plan Systems, Inc. — Schedule C compensation
- Murphy Anderson Pllc — Schedule C compensation