Tma-Ila Container Royalty Plan — Form 5500 plan (Tampa Maritime Association- International Longshoremen'S Assoc)

Plain-English plan 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, Tma-Ila Container Royalty Plan is a benefit plan reported by Tampa Maritime Association- International Longshoremen'S Assoc under EIN 35-2250520 and plan number 503. The latest loaded filing year is 2023. The filing reports 131 participants and $2,340,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tampa Maritime Association- International Longshoremen'S Assoc
EIN
35-2250520
Plan number
503
Plan type
1
Location
Salem, VA
Latest filing year
2023
Participants
131
End-of-year plan assets
$2,340,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20250715111508NAL0001254947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,340,556
Total liabilities (EOY)
$1,257,869
Net assets (EOY)
$1,082,687
Net assets (BOY)
$926,334

Income & contributions

Employer contributions
$1,183,426
Total contributions
$1,183,426
Total income / additions
$1,221,151

Expenses & distributions

Benefits paid
$1,008,821
Administrative expenses
$55,977
Total expenses
$1,064,798
Net increase / (decrease)
$156,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lawrence C. Musgrove Assoc., Inc.ADMINISTRATOR$10,380not reported in the loaded dataset2023
Willig, Williams, & DavidsonATTORNEY$7,463not reported in the loaded dataset2023
Anderson & Reed, LlpAUDITOR$5,200not reported in the loaded dataset2023

Related Form 5500 pages