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Original filing (PDF)20250327114250NAL0017375825001
PMTA / ILA - CONTAINERIZATION FUND
Form 5500
FILING_RECEIVED
PMTA / ILA - CONTAINERIZATION FUND
Health & welfare plan
Signals · 3
~186 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
595
Accounts w/ balance
—
Plan assets (EOY)
$17.1M
Net assets (EOY)
$0
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
- 186 bps in Schedule C fees — 540% above peer band of 29 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 - CONTAINERIZATION FUND.
Plan sponsor
Name
PMTA / ILA - CONTAINERIZATION FUND
EIN
23-7245050
Address
3460 N. DELAWARE AVE. · SUITE 108 · PHILADELPHIA, PA · 19134
Phone
(856) 616-2090
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
Audit & trust (Schedule H)
Auditor
FISCHER DORWART, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOUIS C. CARBERRY | 23-7245050 | — | EMPLOYEE | $128K | — |
| LEE COLE | 23-7245050 | — | EMPLOYEE | $128K | — |
| ILA BENEFIT FUND OFFICE | 23-1734119 | — | NONE | $24K | — |
| COZEN O'CONNOR | — | PHILADELPHIA, PA | NONE | $15K | — |
| SPEAR WILDERMAN | 23-2749511 | — | NONE | $10K | — |
| FISCHER DORWART, PC | 23-2247478 | — | NONE | $6K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $5K | — |
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.
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