Local 1158 Welfare Plan Fund — Form 5500 plan (Local 1158 Welfare Plan 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 1158 Welfare Plan Fund is a benefit plan reported by Local 1158 Welfare Plan Fund under EIN 22-7051778 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,983 participants and $6,708,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 1158 Welfare Plan Fund
- EIN
- 22-7051778
- Plan number
- 501
- Plan type
- 1
- Location
- Clifton, NJ
- Latest filing year
- 2023
- Participants
- 3,983
- End-of-year plan assets
- $6,708,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,983 | H, C | 20241015134941NAL0014754995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,708,949
- Total liabilities (EOY)
- $321,397
- Net assets (EOY)
- $6,387,552
- Net assets (BOY)
- $5,071,110
Income & contributions
- Employer contributions
- $2,763,517
- Total contributions
- $2,763,517
- Total income / additions
- $4,894,192
Expenses & distributions
- Benefits paid
- $2,130,212
- Administrative expenses
- $1,447,538
- Total expenses
- $3,577,750
- Net increase / (decrease)
- $1,316,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joseph P. Calabro | ASSISTANT ADMINISTRATOR | $226,406 | not reported in the loaded dataset | 2023 |
| George Serio | EMPLOYEE | $203,525 | not reported in the loaded dataset | 2023 |
| Carella Byrne | LEGAL | $158,125 | not reported in the loaded dataset | 2023 |
| Michael Tortorelli | EMPLOYEE | $83,855 | not reported in the loaded dataset | 2023 |
| Christine Fawcett | EMPLOYEE | $81,939 | not reported in the loaded dataset | 2023 |
| Donna Cerniglia | EMPLOYEE | $73,441 | not reported in the loaded dataset | 2023 |
| Celeste Calabro | EMPLOYEE | $54,569 | not reported in the loaded dataset | 2023 |
| Joann Cataldo | EMPLOYEE | $50,151 | not reported in the loaded dataset | 2023 |
| Andrea Burgess | EMPLOYEE | $47,028 | not reported in the loaded dataset | 2023 |
| Anthony Pinadella | CLAIMS REVIEW | $46,200 | not reported in the loaded dataset | 2023 |
| Sandra Jimemez | EMPLOYEE | $20,854 | not reported in the loaded dataset | 2023 |
| Insight Global LLC | PLACEMENT SERVICE | $18,810 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT MANAGEMENT | $11,140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 1158 Welfare Plan Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Clifton, NJ
- Joseph P. Calabro — Schedule C compensation
- George Serio — Schedule C compensation
- Carella Byrne — Schedule C compensation
- Michael Tortorelli — Schedule C compensation
- Christine Fawcett — Schedule C compensation
- Donna Cerniglia — Schedule C compensation
- Celeste Calabro — Schedule C compensation
- Joann Cataldo — Schedule C compensation
- Andrea Burgess — Schedule C compensation
- Anthony Pinadella — Schedule C compensation
- Sandra Jimemez — Schedule C compensation
- Insight Global LLC — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation