2023 Form 5500 filing — Metro-Ila Fringe 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 20241015215650NAL0029744625001) for Metro-Ila Fringe Benefit Fund, reported by Metro - Ila Fringe Benefit Fund under EIN 13-3050863 and plan number 501. It reports 1,549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015215650NAL0029744625001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Metro - Ila Fringe Benefit Fund
- EIN
- 13-3050863
- Plan number
- 501
- Location
- Rutherford, NJ
- Participants
- 1,549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,316,234
- Total liabilities (EOY)
- $28,581,789
- Net assets (EOY)
- $44,734,445
- Employer contributions
- $48,402,665
- Total income / additions
- $52,031,267
- Benefits paid
- $45,215,235
- Administrative expenses
- $1,021,080
- Total expenses
- $46,236,315
- Net increase / (decrease)
- $5,794,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| George Bueno | EMPLOYEE OF REL'D ORGNS | $76,297 | not reported in the loaded dataset |
| Doreen Pecora | EMPLOYEE OF RELATED PLANS | $60,145 | not reported in the loaded dataset |
| Morgan Stanley Wealth Mgmt. | INV'T MNGR FOR REL'D PLAN | $51,804 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | AUDITOR FOR REL'D ORG'NS | $48,000 | not reported in the loaded dataset |
| Sage Advisory Services Ltd Co | INV'T MNGR FOR REL'D PLAN | $46,910 | not reported in the loaded dataset |
| Savasta And Company, Inc. | ACTUARY FOR REL'D PLAN | $45,000 | not reported in the loaded dataset |
| Giblin & Lynch | ATTORNEY OF REL'D ORGNS | $40,624 | not reported in the loaded dataset |
| Gaetano Marra | EMPLOYEE OF REL'D ORGNS | $38,149 | not reported in the loaded dataset |
| Andrew Cross | EMPLOYEE OF RELATED PLANS | $33,944 | not reported in the loaded dataset |
| Andrew L. Monteleone, Esq | NONE | $30,000 | not reported in the loaded dataset |
| Tracey Biondi | EMPLOYEE OF RELATED PLANS | $26,770 | not reported in the loaded dataset |
| Faniela Gonzalez | EMPLOYEE OF RELATED PLANS | $26,133 | not reported in the loaded dataset |
| Marguerite Bogda | EMPLOYEE OF RELATED PLANS | $25,210 | not reported in the loaded dataset |
| Jerome Brancato | EMPLOYEE OF RELATED PLANS | $25,107 | not reported in the loaded dataset |
| Manning & Napier Advisors, LLC | ADVISER FOR REL'D PLAN | $21,231 | not reported in the loaded dataset |
| First State Trust Company | CUSTODIAN FOR RELATED PLA | $12,208 | not reported in the loaded dataset |
| Robert H. Bogucki, P.C. | ATTORNEY OF REL'D ORGNS | $9,265 | not reported in the loaded dataset |