Metro Ila Pension Fund — Form 5500 plan (Board Of Trustees Metro Ila Pension 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, Metro Ila Pension Fund is a benefit plan reported by Board Of Trustees Metro Ila Pension Fund under EIN 13-1939129 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,509 participants and $343,795,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Metro Ila Pension Fund
- EIN
- 13-1939129
- Plan number
- 001
- Plan type
- 1
- Location
- Rutherford, NJ
- Latest filing year
- 2023
- Participants
- 2,509
- End-of-year plan assets
- $343,795,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,509 | H, C | 20241015220203NAL0017271395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $343,795,831
- Total liabilities (EOY)
- $297,599
- Net assets (EOY)
- $343,498,232
- Net assets (BOY)
- $313,587,403
Income & contributions
- Employer contributions
- $16,167,977
- Total contributions
- $16,167,977
- Total income / additions
- $57,961,011
Expenses & distributions
- Benefits paid
- $25,974,999
- Administrative expenses
- $2,075,183
- Total expenses
- $28,050,182
- Net increase / (decrease)
- $29,910,829
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Graystone Consulting Morgan Stanley | MANAGER - REL'D PLAN | $470,025 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Management, Ll | NONE | $346,294 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services LLC | MANAGER - REL'D PLAN | $159,000 | not reported in the loaded dataset | 2023 |
| Jerome Brancato | EMPLOYEE - REL'D PLANS | $124,791 | not reported in the loaded dataset | 2023 |
| First State Trust Company | CUSTODIAN - REL'D PLAN | $93,903 | not reported in the loaded dataset | 2023 |
| Savasta And Company Inc. | CONSULTANT - REL'D PLANS | $77,000 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co., Llp | AUDITOR - REL'D ORG. | $52,000 | not reported in the loaded dataset | 2023 |
| George Bueno | EMPLOYEE - REL'D PLANS | $43,598 | not reported in the loaded dataset | 2023 |
| Robert H Bogucki | COUNSEL - REL'D ORG. | $35,800 | not reported in the loaded dataset | 2023 |
| Andrew Cross | EMPLOYEE - REL'D PLANS | $34,287 | not reported in the loaded dataset | 2023 |
| Tracey Biondi | EMPLOYEE - REL'D PLANS | $26,770 | not reported in the loaded dataset | 2023 |
| Faniela Gonzalez | EMPLOYEE - REL'D PLANS | $26,022 | not reported in the loaded dataset | 2023 |
| Gaetano Marra | EMPLOYEE - REL'D PLANS | $25,432 | not reported in the loaded dataset | 2023 |
| Nothern Trust Corporation | NONE | $19,174 | not reported in the loaded dataset | 2023 |
| Giblin & Lynch | COUNSEL - REL'D ORG. | $13,689 | not reported in the loaded dataset | 2023 |
| Barksdale Investment Management | NONE | $10,671 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Metro Ila Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Rutherford, NJ
- Graystone Consulting Morgan Stanley — Schedule C compensation
- Blackrock Investment Management, Ll — Schedule C compensation
- Sage Advisory Services LLC — Schedule C compensation
- Jerome Brancato — Schedule C compensation
- First State Trust Company — Schedule C compensation
- Savasta And Company Inc. — Schedule C compensation
- Buchbinder Tunick & Co., Llp — Schedule C compensation
- George Bueno — Schedule C compensation
- Robert H Bogucki — Schedule C compensation
- Andrew Cross — Schedule C compensation
- Tracey Biondi — Schedule C compensation
- Faniela Gonzalez — Schedule C compensation
- Gaetano Marra — Schedule C compensation
- Nothern Trust Corporation — Schedule C compensation
- Giblin & Lynch — Schedule C compensation
- Barksdale Investment Management — Schedule C compensation