2023 Form 5500 filing — Bsa-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 20250714122609NAL0001059329001) for Bsa-Ila Pension Plan, reported by Boston Shipping Association, Inc under EIN 04-2034907 and plan number 006. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714122609NAL0001059329001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Boston Shipping Association, Inc
- EIN
- 04-2034907
- Plan number
- 006
- Location
- Charlestown, MA
- Participants
- 504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,753,584
- Total liabilities (EOY)
- $61,254
- Net assets (EOY)
- $107,692,330
- Employer contributions
- $3,591,401
- Total income / additions
- $21,251,469
- Benefits paid
- $7,762,309
- Administrative expenses
- $700,285
- Total expenses
- $8,462,594
- Net increase / (decrease)
- $12,788,875
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Shipping Association | CONTRACT ADMINISTRATOR | $177,189 | not reported in the loaded dataset |
| New England Pension Consultants | ADVISOR | $90,000 | not reported in the loaded dataset |
| Jeanne Casper | EMPLOYEE | $75,658 | not reported in the loaded dataset |
| Sands Capital Management | ADVISOR | $51,821 | not reported in the loaded dataset |
| Chartwell Investments | ADVISOR | $44,493 | not reported in the loaded dataset |
| Walter & Shuffain, P.C. | AUDITOR | $38,000 | not reported in the loaded dataset |
| Chubb Insurance | INSURANCE | $32,332 | not reported in the loaded dataset |
| Cbiz Inc | ACTUARY | $31,000 | not reported in the loaded dataset |
| Boston Trust Walden Co. | ADVISOR | $27,878 | not reported in the loaded dataset |
| Richard Brennan | EMPLOYEE | $22,230 | not reported in the loaded dataset |
| Mila Managed Health Care | OTHER SERVICES | $21,416 | not reported in the loaded dataset |
| Feinberg, Dumont & Brennan | ATTORNEY | $15,000 | not reported in the loaded dataset |
| U.S. Bank | CUSTODIAL | $14,715 | not reported in the loaded dataset |