2023 Form 5500 filing — Maritime Association - I.L.A. Retirement Fund
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 20250711202014NAL0006605969001) for Maritime Association - I.L.A. Retirement Fund, reported by The Board Of Trustees Of The Maritime Assoc. - I.L.A Retirement Plan under EIN 74-1721447 and plan number 002. It reports 5,082 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711202014NAL0006605969001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of The Maritime Assoc. - I.L.A Retirement Plan
- EIN
- 74-1721447
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 5,082
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $901,110,308
- Total liabilities (EOY)
- $260,793
- Net assets (EOY)
- $900,849,515
- Employer contributions
- $65,891,956
- Participant contributions
- $5,227,436
- Total income / additions
- $229,976,559
- Benefits paid
- $70,342,301
- Administrative expenses
- $1,266,327
- Total expenses
- $71,673,371
- Net increase / (decrease)
- $158,303,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard | NONE | $393,517 | not reported in the loaded dataset |
| Maritime Association | NONE | $231,523 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $99,438 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $56,216 | not reported in the loaded dataset |
| Mcconnell & Jones, Cpa | NONE | $32,603 | not reported in the loaded dataset |
| Culhanne Pllc | NONE | $22,095 | not reported in the loaded dataset |
| Rockit Consulting | NONE | $19,631 | not reported in the loaded dataset |
| Us Bank | NONE | $17,414 | not reported in the loaded dataset |
| Byrne Software | NONE | $11,772 | not reported in the loaded dataset |
| Aon | NONE | $6,172 | not reported in the loaded dataset |