Local No. 863 Welfare Plan — Form 5500 plan (Local No. 863 Welfare Plan)
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, Local No. 863 Welfare Plan is a benefit plan reported by Local No. 863 Welfare Plan under EIN 22-1478216 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,903 participants and $26,780,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local No. 863 Welfare Plan
- EIN
- 22-1478216
- Plan number
- 501
- Plan type
- 1
- Location
- Mountainside, NJ
- Latest filing year
- 2023
- Participants
- 2,903
- End-of-year plan assets
- $26,780,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,903 | H, C | 20250115144536NAL0012790659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,780,321
- Total liabilities (EOY)
- $2,381,964
- Net assets (EOY)
- $24,398,357
- Net assets (BOY)
- $22,956,810
Income & contributions
- Employer contributions
- $45,898,540
- Participant contributions
- $102,668
- Total contributions
- $46,001,208
- Total income / additions
- $50,045,481
Expenses & distributions
- Benefits paid
- $44,251,140
- Administrative expenses
- $4,352,794
- Total expenses
- $48,603,934
- Net increase / (decrease)
- $1,441,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kathryn Zizza | EMPLOYEE | $150,540 | not reported in the loaded dataset | 2023 |
| Health Care Admin | ADMIN. | $141,536 | not reported in the loaded dataset | 2023 |
| Kenneth Nowak, Esq. | ATTORNEY | $126,000 | $0 | 2023 |
| Bederson Llp | AUDITOR | $90,795 | not reported in the loaded dataset | 2023 |
| Statewide Health Data Systems | COMPUTER SERVICE | $87,044 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $81,015 | not reported in the loaded dataset | 2023 |
| Anna Romano | EMPLOYEE | $70,020 | not reported in the loaded dataset | 2023 |
| Rosa Vigario | EMPLOYEE | $68,720 | not reported in the loaded dataset | 2023 |
| Anna Pannella | EMPLOYEE | $64,560 | not reported in the loaded dataset | 2023 |
| Donna Clader | EMPLOYEE | $63,520 | not reported in the loaded dataset | 2023 |
| Janney Montgomery Scott LLC | INVESTMENT ADVISER | $62,189 | $0 | 2023 |
| Lori Dibenedetto | EMPLOYEE | $20,072 | not reported in the loaded dataset | 2023 |
| Zazzali Et Al | ATTORNEY | $19,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local No. 863 Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mountainside, NJ
- Kathryn Zizza — Schedule C compensation
- Health Care Admin — Schedule C compensation
- Kenneth Nowak, Esq. — Schedule C compensation
- Bederson Llp — Schedule C compensation
- Statewide Health Data Systems — Schedule C compensation
- The Segal Company — Schedule C compensation
- Anna Romano — Schedule C compensation
- Rosa Vigario — Schedule C compensation
- Anna Pannella — Schedule C compensation
- Donna Clader — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Lori Dibenedetto — Schedule C compensation
- Zazzali Et Al — Schedule C compensation