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Original filing (PDF)20250327111853NAL0009319459001
PMTA/ILA - VACATION & WELFARE FUND
Form 5500
FILING_RECEIVED
PMTA/ILA - VACATION & WELFARE FUND
Health & welfare plan
Signals · 3
~666 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
900
Accounts w/ balance
—
Plan assets (EOY)
$9.6M
Net assets (EOY)
$2.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 666 bps in Schedule C fees — 1180% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PMTA/ILA - VACATION & WELFARE FUND.
Plan sponsor
Name
PMTA/ILA - VACATION & WELFARE FUND
EIN
23-2022561
Address
3460 DELAWARE AVE. · SUITE 108 · PHILADELPHIA, PA · 19134
Phone
(215) 425-3805
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-03-27
Welfare benefit codes
4Q · Other
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
FISCHER DORWART, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ILA BENEFIT FUND OFFICE | 23-1734119 | — | NONE | $382K | — |
| ALLIED TRADES ASSISTANCE PROGRAM | 23-2591093 | — | NONE | $144K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $79K | — |
| FISCHER DORWART, P.C. | 23-2247478 | — | NONE | $12K | — |
| COZEN O'CONNOR | — | PHILADELPHIA, PA | NONE | $10K | — |
| SPEAR WILDERMAN | 23-2749511 | — | NONE | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.