2023 Form 5500 filing — Southwest Marine Pension Trust
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 20241015152513NAL0014961539001) for Southwest Marine Pension Trust, reported by Board Of Trustees, Southwest Marine Pension Trust under EIN 95-6123404 and plan number 001. It reports 488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152513NAL0014961539001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southwest Marine Pension Trust
- EIN
- 95-6123404
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,274,409
- Total liabilities (EOY)
- $7,594,462
- Net assets (EOY)
- $43,679,947
- Employer contributions
- $2,208,460
- Total income / additions
- $8,511,421
- Benefits paid
- $3,474,190
- Administrative expenses
- $296,606
- Total expenses
- $3,770,796
- Net increase / (decrease)
- $4,740,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $87,510 | not reported in the loaded dataset |
| Vanguard Advisors | NONE | $66,545 | $0 |
| Milliman | NONE | $48,183 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $21,400 | not reported in the loaded dataset |
| Brownstein Rask | NONE | $17,976 | not reported in the loaded dataset |
| U.S. Bank Na | NONE | $8,415 | not reported in the loaded dataset |