Pmta/Ila - Vacation & Welfare Fund — Form 5500 plan (Pmta/Ila - Vacation & Welfare 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, Pmta/Ila - Vacation & Welfare Fund is a benefit plan reported by Pmta/Ila - Vacation & Welfare Fund under EIN 23-2022561 and plan number 502. The latest loaded filing year is 2023. The filing reports 847 participants and $9,555,976 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pmta/Ila - Vacation & Welfare Fund
- EIN
- 23-2022561
- Plan number
- 502
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 847
- End-of-year plan assets
- $9,555,976
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 847 | H, C | 20250327111853NAL0009319459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,555,976
- Total liabilities (EOY)
- $6,607,555
- Net assets (EOY)
- $2,948,421
- Net assets (BOY)
- $4,446,276
Income & contributions
- Employer contributions
- $5,620,067
- Total contributions
- $9,019,741
- Total income / additions
- $9,301,512
Expenses & distributions
- Benefits paid
- $10,271,578
- Administrative expenses
- $527,789
- Total expenses
- $10,799,367
- Net increase / (decrease)
- -$1,497,855
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ila Benefit Fund Office | NONE | $381,548 | not reported in the loaded dataset | 2023 |
| Allied Trades Assistance Program | NONE | $143,515 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $78,940 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, P.C. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Cozen O'Connor | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Spear Wilderman | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pmta/Ila - Vacation & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Ila Benefit Fund Office — Schedule C compensation
- Allied Trades Assistance Program — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Fischer Dorwart, P.C. — Schedule C compensation
- Cozen O'Connor — Schedule C compensation
- Spear Wilderman — Schedule C compensation