Ila Locals 1922-1/2062 Health And Welfare Fund — Form 5500 plan (International Longshoremens Association Local 1922 Health And)
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, Ila Locals 1922-1/2062 Health And Welfare Fund is a benefit plan reported by International Longshoremens Association Local 1922 Health And under EIN 23-7038555 and plan number 501. The latest loaded filing year is 2023. The filing reports 262 participants and $8,074,577 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Longshoremens Association Local 1922 Health And
- EIN
- 23-7038555
- Plan number
- 501
- Plan type
- 1
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $8,074,577
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20250217213011NAL0003996368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,074,577
- Total liabilities (EOY)
- $119,931
- Net assets (EOY)
- $7,954,646
- Net assets (BOY)
- $6,704,327
Income & contributions
- Employer contributions
- $2,688,711
- Total contributions
- $2,688,711
- Total income / additions
- $3,438,671
Expenses & distributions
- Benefits paid
- $1,731,989
- Administrative expenses
- $456,363
- Total expenses
- $2,188,352
- Net increase / (decrease)
- $1,250,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arty Cohn & Feuer Lc | SERVICE PROVIDER | $73,291 | not reported in the loaded dataset | 2023 |
| Nancy Jimenez | SERVICE PROVIDER | $36,133 | not reported in the loaded dataset | 2023 |
| Sugarman & Susskind Pa | SERVICE PROVIDER | $35,500 | not reported in the loaded dataset | 2023 |
| Marilyn Ruiz | PLAN EMPLOYEE | $28,001 | not reported in the loaded dataset | 2023 |
| Dalta Enriquez | PLAN EMPLOYEE | $28,001 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | BROKERAGE | $27,290 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Longshoremens Association Local 1922 Health And
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Arty Cohn & Feuer Lc — Schedule C compensation
- Nancy Jimenez — Schedule C compensation
- Sugarman & Susskind Pa — Schedule C compensation
- Marilyn Ruiz — Schedule C compensation
- Dalta Enriquez — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation