2023 Form 5500 filing — Maritime Association - I.L.A. Welfare 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 20250711202308NAL0010778496001) for Maritime Association - I.L.A. Welfare Fund, reported by The Board Of Trustees Of The Maritime Association - I.L.A. Welfare Fun under EIN 74-1721447 and plan number 501. It reports 5,128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711202308NAL0010778496001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of The Maritime Association - I.L.A. Welfare Fun
- EIN
- 74-1721447
- Plan number
- 501
- Location
- Houston, TX
- Participants
- 5,128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,776,463
- Total liabilities (EOY)
- $4,135,180
- Net assets (EOY)
- $40,641,283
- Employer contributions
- $50,040,437
- Total income / additions
- $54,485,530
- Benefits paid
- $49,665,542
- Administrative expenses
- $1,119,424
- Total expenses
- $50,784,966
- Net increase / (decrease)
- $3,700,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Maritime Association | PLAN SPONSOR | $417,765 | not reported in the loaded dataset |
| Aon Hewitt Associates | NONE | $52,816 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $51,602 | not reported in the loaded dataset |
| Mcconnell & Jones, Llp | NONE | $38,887 | not reported in the loaded dataset |
| Rockit Consulting | NONE | $34,786 | not reported in the loaded dataset |
| National Investment Services | NONE | $23,489 | not reported in the loaded dataset |
| Byrne Software | NONE | $19,922 | not reported in the loaded dataset |
| J P Morgan Chase | NONE | $11,082 | not reported in the loaded dataset |
| Xponance | NONE | $10,017 | not reported in the loaded dataset |
| Chartwell | NONE | $6,177 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $5,518 | not reported in the loaded dataset |