2023 Form 5500 filing — Tma-Ila Welfare 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 20250715111508NAL0001254947002) for Tma-Ila Welfare Plan, reported by Tampa Maritime Association- International Longshoremen'S Assoc under EIN 59-1960263 and plan number 502. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$2MReported net assets$2,007,147
Participants276
Provider compensation$72.5K5 Schedule C row(s)$72,494
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250715111508NAL0001254947002
- Plan sponsor
- Tampa Maritime Association- International Longshoremen'S Assoc
- EIN
- 59-1960263
- Plan number
- 502
- Location
- Salem, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.4M total assets
Net assets$2MLiabilities$433.1K
Full reported line items
- Total assets (EOY)
- $2,440,289
- Total liabilities (EOY)
- $433,142
- Net assets (EOY)
- $2,007,147
- Employer contributions
- $2,276,763
- Total income / additions
- $2,743,831
- Benefits paid
- $2,401,781
- Administrative expenses
- $109,047
- Total expenses
- $2,510,828
- Net increase / (decrease)
- $233,003
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lawrence C. Musgrove Assoc., Inc. | ADMINISTRATOR | $29,880 | not reported in the loaded dataset |
| Anderson & Reed, Llp | AUDITOR | $20,000 | not reported in the loaded dataset |
| Willig, Williams & Davidson | ATTORNEY | $8,588 | not reported in the loaded dataset |
| Bha Consulting, LLC | ACTUARY | $7,680 | not reported in the loaded dataset |
| Regions Bank | INVESTMENT MANAGEMENT | $6,346 | not reported in the loaded dataset |