Ila Local 1478-2 Welfare Fund — Form 5500 plan (Ila Local 1478-2 Welfare 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, Ila Local 1478-2 Welfare Fund is a benefit plan reported by Ila Local 1478-2 Welfare Fund under EIN 22-2811469 and plan number 501. The latest loaded filing year is 2023. The filing reports 471 participants and $4,957,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ila Local 1478-2 Welfare Fund
- EIN
- 22-2811469
- Plan number
- 501
- Plan type
- 3
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $4,957,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20250414195857NAL0001047075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,957,454
- Total liabilities (EOY)
- $494,769
- Net assets (EOY)
- $4,462,685
- Net assets (BOY)
- $4,517,865
Income & contributions
- Employer contributions
- $5,614,750
- Participant contributions
- $7,218
- Total contributions
- $5,621,968
- Total income / additions
- $5,803,134
Expenses & distributions
- Benefits paid
- $4,469,577
- Administrative expenses
- $1,388,737
- Total expenses
- $5,858,314
- Net increase / (decrease)
- -$55,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lisa Queli | EMPLOYEE | $128,960 | $0 | 2023 |
| Jodi Dasilva | EMPLOYEE | $117,652 | $0 | 2023 |
| Global Pharmaceutical | CONSULTANT | $95,367 | $0 | 2023 |
| Segal | CONSULTANT | $90,105 | $0 | 2023 |
| Joanna Ditri | EMPLOYEE | $83,077 | $0 | 2023 |
| Bridgeway Benefit Technologies | CONSULTANT | $51,262 | $0 | 2023 |
| Chris Markovich | CONSULTANT | $50,895 | $0 | 2023 |
| Denoia Law Firm LLC | LEGAL | $44,480 | $0 | 2023 |
| Vertilocity | CONSULTANT | $26,597 | $0 | 2023 |
| Tricare | ADMINISTRATOR | $14,300 | $0 | 2023 |
| Context Healthcare | CONSULTANT | $12,744 | $0 | 2023 |
| Hbk LLC | ACCOUNTANT | $5,610 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ila Local 1478-2 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Newark, NJ
- Lisa Queli — Schedule C compensation
- Jodi Dasilva — Schedule C compensation
- Global Pharmaceutical — Schedule C compensation
- Segal — Schedule C compensation
- Joanna Ditri — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Chris Markovich — Schedule C compensation
- Denoia Law Firm LLC — Schedule C compensation
- Vertilocity — Schedule C compensation
- Tricare — Schedule C compensation
- Context Healthcare — Schedule C compensation
- Hbk LLC — Schedule C compensation