2023 Form 5500 filing — Waterfront Employers - Ila Pension 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 20250714121639NAL0001018145001) for Waterfront Employers - Ila Pension Plan, reported by Board Of Trustees Waterfront Employers - Ila Pension Plan under EIN 57-6027499 and plan number 001. It reports 2,653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714121639NAL0001018145001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Waterfront Employers - Ila Pension Plan
- EIN
- 57-6027499
- Plan number
- 001
- Location
- Charleston, SC
- Participants
- 2,653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $481,971,909
- Total liabilities (EOY)
- $22,350,496
- Net assets (EOY)
- $459,621,413
- Employer contributions
- $14,335,088
- Total income / additions
- $74,283,687
- Benefits paid
- $26,322,894
- Administrative expenses
- $2,746,652
- Total expenses
- $29,069,546
- Net increase / (decrease)
- $45,214,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newton Investment Management | NONE | $343,327 | $0 |
| The Segal Co.(Southeast States) Inc | NONE | $291,066 | not reported in the loaded dataset |
| Investment Performance Svcs LLC | NONE | $212,885 | not reported in the loaded dataset |
| Bennett, James | NONE | $199,587 | not reported in the loaded dataset |
| Global Trust Company | NONE | $173,911 | $0 |
| Segall Bryant & Hamill Smid | NONE | $157,247 | $0 |
| Smalls, Deborah | NONE | $131,580 | not reported in the loaded dataset |
| Fred Alger Mgmt LLC | NONE | $123,569 | $0 |
| Schultheis & Panettieri Llp | NONE | $121,365 | not reported in the loaded dataset |
| Baker, Susan | NONE | $118,267 | not reported in the loaded dataset |
| Robinson, Robin | NONE | $96,667 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $91,600 | not reported in the loaded dataset |
| Prudential Insurance Co Of America | NONE | $84,124 | $0 |
| Bridgeway Benefit Technologies, LLC | NONE | $80,549 | not reported in the loaded dataset |
| Boston, Sharon | NONE | $68,106 | not reported in the loaded dataset |
| Clement Rivers | NONE | $59,062 | not reported in the loaded dataset |
| Johnson, Latoya | NONE | $55,508 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co Na | NONE | $54,843 | $0 |
| Nickerson, Stephanie | NONE | $54,715 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $50,142 | not reported in the loaded dataset |
| Hadley, Constance | NONE | $45,390 | not reported in the loaded dataset |
| Willig Williams & Davidson | NONE | $34,887 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $21,339 | $0 |
| Beacon Communications | NONE | $15,664 | not reported in the loaded dataset |
| Piedmont Investment Advisors | NONE | $14,984 | not reported in the loaded dataset |