Metro-Ila Individual Account Retirement Plan — Form 5500 plan (Board Of Trustees Metro - Ila Individual)
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 Individual Account Retirement Plan is a benefit plan reported by Board Of Trustees Metro - Ila Individual under EIN 22-3525303 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,427 participants and $243,556,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Metro - Ila Individual
- EIN
- 22-3525303
- Plan number
- 001
- Plan type
- 1
- Location
- Rutherford, NJ
- Latest filing year
- 2023
- Participants
- 1,427
- End-of-year plan assets
- $243,556,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,427 | H, C | 20241015223733NAL0029800353004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $243,556,567
- Total liabilities (EOY)
- $128,626
- Net assets (EOY)
- $243,427,941
- Net assets (BOY)
- $212,230,431
Income & contributions
- Employer contributions
- $15,937,441
- Total contributions
- $15,937,441
- Total income / additions
- $43,649,746
Expenses & distributions
- Benefits paid
- $11,993,847
- Administrative expenses
- $458,389
- Total expenses
- $12,452,236
- Net increase / (decrease)
- $31,197,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jerome Brancato | EMPLOYEE OF RELATED PLANS | $99,833 | not reported in the loaded dataset | 2023 |
| George Bueno | EMPLOYEE OF RELATED PLANS | $43,598 | not reported in the loaded dataset | 2023 |
| Andrew Cross | EMPLOYEE OF RELATED PLANS | $34,287 | not reported in the loaded dataset | 2023 |
| Tracey Biondi | EMPLOYEE OF RELATED PLANS | $26,770 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Company, Llp | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Giblin & Lynch | COUNSEL OF RELATED PLANS | $8,089 | not reported in the loaded dataset | 2023 |
| Robert Bogucki | COUNSEL OF RELATED PLANS | $5,210 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Metro - Ila Individual
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Rutherford, NJ
- Jerome Brancato — Schedule C compensation
- George Bueno — Schedule C compensation
- Andrew Cross — Schedule C compensation
- Tracey Biondi — Schedule C compensation
- Buchbinder Tunick & Company, Llp — Schedule C compensation
- Giblin & Lynch — Schedule C compensation
- Robert Bogucki — Schedule C compensation