2023 Form 5500 filing — International-Matex Tank Terminals Retirement Investment Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014103144NAL0027033233001) for International-Matex Tank Terminals Retirement Investment Plan, reported by International-Matex Tank Terminals LLC under EIN 72-0771251 and plan number 334. It reports 987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103144NAL0027033233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International-Matex Tank Terminals LLC
- EIN
- 72-0771251
- Plan number
- 334
- Location
- New Orleans, LA
- Participants
- 987
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,386,491
- Total liabilities (EOY)
- $53,441
- Net assets (EOY)
- $81,333,050
- Employer contributions
- $3,309,514
- Participant contributions
- $5,655,008
- Total income / additions
- $23,643,622
- Benefits paid
- $13,144,261
- Administrative expenses
- $179,339
- Total expenses
- $13,390,611
- Net increase / (decrease)
- $10,253,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa Inc | OTHER | $73,388 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,746 | $0 |
| Charles Schwab & Co. Inc. | NONE | $34,610 | not reported in the loaded dataset |
| Bourgeois Bennett LLC | AUDITOR | $14,250 | not reported in the loaded dataset |
| Jones Walker | ACCOUNTING/MISC SERV FEE | $10,987 | not reported in the loaded dataset |
| Schwab Retirement Plan Services | NONE | $9,085 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,272 | not reported in the loaded dataset |