Local 1964 Ila Retirement Fund — Form 5500 plan (Local 1964 Ila Retirement 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, Local 1964 Ila Retirement Fund is a benefit plan reported by Local 1964 Ila Retirement Fund under EIN 22-6244648 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,022 participants and $47,067,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 1964 Ila Retirement Fund
- EIN
- 22-6244648
- Plan number
- 001
- Plan type
- 1
- Location
- Ridgefield Park, NJ
- Latest filing year
- 2023
- Participants
- 2,022
- End-of-year plan assets
- $47,067,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,022 | H, C | 20250714140158NAL0001126193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,067,920
- Total liabilities (EOY)
- $69,448
- Net assets (EOY)
- $46,998,472
- Net assets (BOY)
- $40,221,178
Income & contributions
- Employer contributions
- $1,587,923
- Total contributions
- $1,587,923
- Total income / additions
- $10,779,153
Expenses & distributions
- Benefits paid
- $3,148,695
- Administrative expenses
- $853,164
- Total expenses
- $4,001,859
- Net increase / (decrease)
- $6,777,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nucleus Advisors | NONE | $189,787 | $0 | 2023 |
| Adam Harris | EMPLOYEE | $98,901 | not reported in the loaded dataset | 2023 |
| Richard Gallo | EMPLOYEE | $93,325 | not reported in the loaded dataset | 2023 |
| David Harris | EMPLOYEE | $92,582 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $33,758 | not reported in the loaded dataset | 2023 |
| Nancy Bonsanti | EMPLOYEE | $30,479 | not reported in the loaded dataset | 2023 |
| Eric M Harris, Esq. P.C. | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Back Nine Consulting, LLC | NONE | $18,800 | not reported in the loaded dataset | 2023 |
| Reliance Trust Co | NONE | $17,522 | not reported in the loaded dataset | 2023 |
| United Labor Systems | NONE | $12,050 | not reported in the loaded dataset | 2023 |
| Optimum Technologies, Inc. | NONE | $9,600 | not reported in the loaded dataset | 2023 |
| Png Cyber, LLC | NONE | $6,095 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 1964 Ila Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Ridgefield Park, NJ
- Nucleus Advisors — Schedule C compensation
- Adam Harris — Schedule C compensation
- Richard Gallo — Schedule C compensation
- David Harris — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Nancy Bonsanti — Schedule C compensation
- Eric M Harris, Esq. P.C. — Schedule C compensation
- Back Nine Consulting, LLC — Schedule C compensation
- Reliance Trust Co — Schedule C compensation
- United Labor Systems — Schedule C compensation
- Optimum Technologies, Inc. — Schedule C compensation
- Png Cyber, LLC — Schedule C compensation