2023 Form 5500 filing — Local 464a Educational Benefit Fund
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 20240729145525NAL0032286864001) for Local 464a Educational Benefit Fund, reported by Local 464a Educational Benefit Fund under EIN 22-2230709 and plan number 502. It reports 10,697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729145525NAL0032286864001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 464a Educational Benefit Fund
- EIN
- 22-2230709
- Plan number
- 502
- Location
- Little Falls, NJ
- Participants
- 10,697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,850,449
- Total liabilities (EOY)
- $53,550
- Net assets (EOY)
- $6,796,899
- Employer contributions
- $176,717
- Total income / additions
- $1,275,712
- Benefits paid
- $42,000
- Administrative expenses
- $286,172
- Total expenses
- $328,172
- Net increase / (decrease)
- $947,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matthew Durante | EMPLOYEE | $171,190 | not reported in the loaded dataset |
| Pnc Bank Na | not reported in the loaded dataset | $11,180 | not reported in the loaded dataset |
| Rosenberg Rich Baker Berman & Co. | not reported in the loaded dataset | $10,508 | not reported in the loaded dataset |
| Health Plan Systems, Inc. | NONE | $7,376 | not reported in the loaded dataset |
| Murphy Anderson Pllc | not reported in the loaded dataset | $7,200 | not reported in the loaded dataset |