ILA Local 1478-2 Welfare Fund's EIN is 22-2811469.
Download the official 2023 Form 5500 (PDF) for ILA Local 1478-2 Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)ILA Local 1478-2 Welfare Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL PHARMACEUTICAL | 27-3340151 | NEWARK, NJ | CONSULTANT | $95K | — |
| SEGAL | 13-1835864 | NEW YORK, NY | CONSULTANT | $90K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | MAPLE SHADE, NJ |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fixed Income Security, Coupon Rate Community First Bk Inc Walhalla SC Fid 5.250%; Matures 06/30/2027 | Mutual Funds | — | $250K | $253K | 5.1% | |
| Fixed Income Security, Coupon Rate * Morgan Stanley Salt Lake City UT CD 5.000%; Matures 07/14/2028 | Bonds / Notes | — | $250K | $253K | 5.1% | |
| Fixed Income Security, Coupon Rate First Federal Lake City FL CD 5.350%; Matures 06/21/2029 | Bonds / Notes | — | $250K | $251K | 5.1% | |
| Fixed Income Security, Coupon Rate Peoples Sec Bk & Tr Co Scranton Pa Fid 5.150%; Matures 06/22/2028 | Mutual Funds | — | $250K | $250K | 5.1% | |
| Fixed Income Security, Coupon Rate * Morgan Stanley Private Bk Natl Assn FID 5.000%; Matures 03/28/2029 | Mutual Funds | — | $250K | $249K | 5.0% | |
| Eaton Vance Mutual Fds Short Duration Mutual Fund | Other securities | — | $200K | $213K | 4.3% | |
| Western Asset Fund Inc Core Plus Mutual Fund | Common Stocks | — | $249K | $191K | 3.8% | |
| Allspring Short Tem Bond Plus Mutual Fund | Other securities | — | $121K | $128K | 2.6% | |
| Fixed Income Security, Coupon Rate Cisco Systems Inc 4.850%; Matures 02/26/2029 | Bonds / Notes | — | $38K | $39K | 0.8% | |
| Fixed Income Security, Coupon Rate AON North America Inc 5.150%; Matures 03/01/2029 | Bonds / Notes | — | $38K | $39K | 0.8% | |
| Fixed Income Security, Coupon Rate Fox Corp 3.050%; Matures 04/07/2025 | Bonds / Notes | — | $38K | $39K | 0.8% | |
| Fixed Income Security, Coupon Rate Wec Energy Group Inc 5.000%; Matures 09/27/2025 | Bonds / Notes | — | $38K | $38K | 0.8% | |
| Morgan Stanley Bank Money Market Fund | Cash / Money Market | — | $38K | $38K | 0.8% | |
| Fixed Income Security, Coupon Rate Occidental Petroleum Corp 6.375%; Matures 09/01/2028 | Bonds / Notes | — | $37K | $38K | 0.8% | |
| Fixed Income Security, Coupon Rate Capital One Financial Corp 1.878%; Matures 11/02/2027 | Bonds / Notes | — | $35K | $38K | 0.8% | |
| Fixed Income Security, Coupon Rate Amazon.com Inc 1.650%; Matures 05/12/2028 | Bonds / Notes | — | $36K | $38K | 0.8% | |
| Fixed Income Security, Coupon Rate Republic Services Inc 4.875%; Matures 04/01/2029 | Bonds / Notes | — | $37K | $37K | 0.7% | |
| Fixed Income Security, Coupon Rate T-Mobile USA Inc. 3.750%; Matures 04/15/2027 | Bonds / Notes | — | $35K | $37K | 0.7% | |
| Fixed Income Security, Coupon Rate John Deere Capital Corp 1.700%; Matures 01/11/2027 | Bonds / Notes | — | $35K | $36K | 0.7% | |
| Fixed Income Security, Coupon Rate Goldman Sachs Group Inc 0.855%; Matures 02/12/2026 | Bonds / Notes | — | $33K | $35K | 0.7% | |
| Fixed Income Security, Coupon Rate Expedia Inc 3.800%; Matures 02/15/2028 | Bonds / Notes | — | $33K | $35K | 0.7% | |
| Fixed Income Security, Coupon Rate Equinix Inc 2.000%; Matures 05/15/2028 | Bonds / Notes | — | $33K | $35K | 0.7% | |
| Fixed Income Security, Coupon Rate General Motors Financial Co Inc 1.200%; Matures 10/15/2024 | Bonds / Notes | — | $33K | $35K | 0.7% | |
| Fixed Income Security, Coupon Rate Air Lease Corp 1.875%; Matures 08/15/2026 | Bonds / Notes | — | $33K | $35K | 0.7% | |
| Fixed Income Security, Coupon Rate Apple Inc 3.250%; Matures 08/08/2029 | Bonds / Notes | — | $34K | $34K | 0.7% | |
| Fixed Income Security, Coupon Rate Exxon Mobil Corp 2.019%; Matures 08/16/2024 | Bonds / Notes | — | $33K | $34K | 0.7% | |
| Fixed Income Security, Coupon Rate CVS Health Corp 3.875%; Matures 07/20/2025 | Bonds / Notes | — | $33K | $34K | 0.7% | |
| Fixed Income Security, Coupon Rate Bat International Finance Plc 1.668%; Matures 03/25/2026 | Bonds / Notes | — | $32K | $34K | 0.7% | |
| Fixed Income Security, Coupon Rate Sherwin-Williams Co 4.050%; Matures 08/08/2024 | Bonds / Notes | — | $33K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate RTX Corp 5.000%; Matures 02/27/2026 | Bonds / Notes | — | $32K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate Union Pacific Corp 3.950%; Matures 09/10/2028 | Bonds / Notes | — | $33K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate Comcast Corp 3.150%; Matures 03/01/2026 | Bonds / Notes | — | $33K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate Exelon Corp 3.400%; Matures 04/15/2026 | Bonds / Notes | — | $33K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate CSX Corp 3.800%; Matures 03/01/2028 | Bonds / Notes | — | $31K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate Meta Platforms Inc 4.600%; Matures 05/15/2028 | Bonds / Notes | — | $32K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate Bank of America Corp 1.658%; Matures 03/11/2027 | Bonds / Notes | — | $32K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate Lowe's Cos Inc 4.000%; Matures 04/15/2025 | Bonds / Notes | — | $33K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate General Dynamics Corp 3.250%; Matures 04/01/2025 | Bonds / Notes | — | $32K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate Nextera Energy Capital Holdings Inc 4.450%; Matures 06/20/2025 | Bonds / Notes | — | $33K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate Marriott International Inc/md 5.450%; Matures 09/15/2026 | Bonds / Notes | — | $32K | $33K | 0.7% | |
| Fixed Income Security, Coupon Rate Realty Income Corp 4.700%; Matures 12/15/2028 | Bonds / Notes | — | $32K | $32K | 0.7% | |
| Fixed Income Security, Coupon Rate Starbucks Corp 2.450%; Matures 06/15/2026 | Bonds / Notes | — | $31K | $32K | 0.7% | |
| Fixed Income Security, Coupon Rate Philip Morris International Inc 5.125%; Matures 11/17/2027 | Bonds / Notes | — | $32K | $32K | 0.6% | |
| Morgan Stanley Bank Money Market Fund | Cash / Money Market | — | $15K | $15K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $51K |
| — |
| CHRIS MARKOVICH | 15-0746345 | LEBANON, NJ | CONSULTANT | $51K | — |
| VERTILOCITY | 83-2599200 | BRIDGEVILLE, PA | CONSULTANT | $27K | — |
| CONTEXT HEALTHCARE | 27-0386030 | NAPERVILLE, IL | CONSULTANT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HBK LLC | 34-1897225 | HOLMDEL, NJ | ACCOUNTANT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DENOIA LAW FIRM LLC | 85-3493615 | VERONA, NJ | LEGAL | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LISA QUELI | 22-2811469 | NORTH ARLINGTON, NJ | EMPLOYEE | $129K | — |
| JODI DASILVA | 22-2811469 | CARTERET, NJ | EMPLOYEE | $118K | — |
| JOANNA DITRI | 22-2811469 | EAST HANOVER, NJ | EMPLOYEE | $83K | — |
| TRICARE | 22-2758710 | WEST ORANGE, NJ | ADMINISTRATOR | $14K | — |
