2023 Form 5500 filing — Employers - Ila N.C. Ports 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 20250715115134NAL0001283059002) for Employers - Ila N.C. Ports Pension Plan, reported by Trustees Of Employers - Ila N.C. Ports Pension Plan under EIN 51-6102977 and plan number 001. It reports 722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715115134NAL0001283059002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Employers - Ila N.C. Ports Pension Plan
- EIN
- 51-6102977
- Plan number
- 001
- Location
- Wilmington, NC
- Participants
- 722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,273,148
- Total liabilities (EOY)
- $74,767
- Net assets (EOY)
- $57,198,381
- Employer contributions
- $3,267,979
- Total income / additions
- $13,929,052
- Benefits paid
- $4,282,855
- Administrative expenses
- $616,581
- Total expenses
- $4,899,436
- Net increase / (decrease)
- $9,029,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employers - Ila N.C. Ports Welfare | AFFILIATED SERVICE FUND | $254,168 | not reported in the loaded dataset |
| Usi | ACTUARY AND CONSULTANT | $79,566 | not reported in the loaded dataset |
| Xponance, Inc. (Piedmont Inv Adv) | INVESTMENT MANAGER | $66,401 | not reported in the loaded dataset |
| Alex Brown/ Raymond James & Assoc. | INVESTMENT MANAGER | $58,461 | not reported in the loaded dataset |
| Principal, Previously Wells Fargo | DIRECTED TRUSTEE/CUSTODIA | $44,009 | $0 |
| Symphona Llp | AUDITOR | $38,378 | not reported in the loaded dataset |
| Murchison, Taylor And Gibson, Pllc | FUND COUNSEL | $21,510 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | INVESTMENT MANAGER | $16,180 | not reported in the loaded dataset |