2023 Form 5500 filing — Metro Ila Pension 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 20241015220203NAL0017271395001) for Metro Ila Pension Fund, reported by Board Of Trustees Metro Ila Pension Fund under EIN 13-1939129 and plan number 001. It reports 2,509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015220203NAL0017271395001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Metro Ila Pension Fund
- EIN
- 13-1939129
- Plan number
- 001
- Location
- Rutherford, NJ
- Participants
- 2,509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $343,795,831
- Total liabilities (EOY)
- $297,599
- Net assets (EOY)
- $343,498,232
- Employer contributions
- $16,167,977
- Total income / additions
- $57,961,011
- Benefits paid
- $25,974,999
- Administrative expenses
- $2,075,183
- Total expenses
- $28,050,182
- Net increase / (decrease)
- $29,910,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Graystone Consulting Morgan Stanley | MANAGER - REL'D PLAN | $470,025 | not reported in the loaded dataset |
| Blackrock Investment Management, Ll | NONE | $346,294 | not reported in the loaded dataset |
| Sage Advisory Services LLC | MANAGER - REL'D PLAN | $159,000 | not reported in the loaded dataset |
| Jerome Brancato | EMPLOYEE - REL'D PLANS | $124,791 | not reported in the loaded dataset |
| First State Trust Company | CUSTODIAN - REL'D PLAN | $93,903 | not reported in the loaded dataset |
| Savasta And Company Inc. | CONSULTANT - REL'D PLANS | $77,000 | not reported in the loaded dataset |
| Buchbinder Tunick & Co., Llp | AUDITOR - REL'D ORG. | $52,000 | not reported in the loaded dataset |
| George Bueno | EMPLOYEE - REL'D PLANS | $43,598 | not reported in the loaded dataset |
| Robert H Bogucki | COUNSEL - REL'D ORG. | $35,800 | not reported in the loaded dataset |
| Andrew Cross | EMPLOYEE - REL'D PLANS | $34,287 | not reported in the loaded dataset |
| Tracey Biondi | EMPLOYEE - REL'D PLANS | $26,770 | not reported in the loaded dataset |
| Faniela Gonzalez | EMPLOYEE - REL'D PLANS | $26,022 | not reported in the loaded dataset |
| Gaetano Marra | EMPLOYEE - REL'D PLANS | $25,432 | not reported in the loaded dataset |
| Nothern Trust Corporation | NONE | $19,174 | not reported in the loaded dataset |
| Giblin & Lynch | COUNSEL - REL'D ORG. | $13,689 | not reported in the loaded dataset |
| Barksdale Investment Management | NONE | $10,671 | not reported in the loaded dataset |