2023 Form 5500 filing — Local 1964 Ila Retirement 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 20250714140158NAL0001126193001) for Local 1964 Ila Retirement Fund, reported by Local 1964 Ila Retirement Fund under EIN 22-6244648 and plan number 001. It reports 2,022 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714140158NAL0001126193001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 1964 Ila Retirement Fund
- EIN
- 22-6244648
- Plan number
- 001
- Location
- Ridgefield Park, NJ
- Participants
- 2,022
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,067,920
- Total liabilities (EOY)
- $69,448
- Net assets (EOY)
- $46,998,472
- Employer contributions
- $1,587,923
- Total income / additions
- $10,779,153
- Benefits paid
- $3,148,695
- Administrative expenses
- $853,164
- Total expenses
- $4,001,859
- Net increase / (decrease)
- $6,777,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nucleus Advisors | NONE | $189,787 | $0 |
| Adam Harris | EMPLOYEE | $98,901 | not reported in the loaded dataset |
| Richard Gallo | EMPLOYEE | $93,325 | not reported in the loaded dataset |
| David Harris | EMPLOYEE | $92,582 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $33,758 | not reported in the loaded dataset |
| Nancy Bonsanti | EMPLOYEE | $30,479 | not reported in the loaded dataset |
| Eric M Harris, Esq. P.C. | NONE | $24,000 | not reported in the loaded dataset |
| Back Nine Consulting, LLC | NONE | $18,800 | not reported in the loaded dataset |
| Reliance Trust Co | NONE | $17,522 | not reported in the loaded dataset |
| United Labor Systems | NONE | $12,050 | not reported in the loaded dataset |
| Optimum Technologies, Inc. | NONE | $9,600 | not reported in the loaded dataset |
| Png Cyber, LLC | NONE | $6,095 | not reported in the loaded dataset |