Employers - Ila N.C. Ports Pension Plan — Form 5500 plan (Trustees Of Employers - Ila N.C. Ports Pension Plan)
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, Employers - Ila N.C. Ports Pension Plan is a benefit plan reported by Trustees Of Employers - Ila N.C. Ports Pension Plan under EIN 51-6102977 and plan number 001. The latest loaded filing year is 2023. The filing reports 722 participants and $57,273,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Employers - Ila N.C. Ports Pension Plan
- EIN
- 51-6102977
- Plan number
- 001
- Plan type
- 1
- Location
- Wilmington, NC
- Latest filing year
- 2023
- Participants
- 722
- End-of-year plan assets
- $57,273,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 722 | H, C | 20250715115134NAL0001283059002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,273,148
- Total liabilities (EOY)
- $74,767
- Net assets (EOY)
- $57,198,381
- Net assets (BOY)
- $48,168,765
Income & contributions
- Employer contributions
- $3,267,979
- Total contributions
- $3,267,979
- Total income / additions
- $13,929,052
Expenses & distributions
- Benefits paid
- $4,282,855
- Administrative expenses
- $616,581
- Total expenses
- $4,899,436
- Net increase / (decrease)
- $9,029,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employers - Ila N.C. Ports Welfare | AFFILIATED SERVICE FUND | $254,168 | not reported in the loaded dataset | 2023 |
| Usi | ACTUARY AND CONSULTANT | $79,566 | not reported in the loaded dataset | 2023 |
| Xponance, Inc. (Piedmont Inv Adv) | INVESTMENT MANAGER | $66,401 | not reported in the loaded dataset | 2023 |
| Alex Brown/ Raymond James & Assoc. | INVESTMENT MANAGER | $58,461 | not reported in the loaded dataset | 2023 |
| Principal, Previously Wells Fargo | DIRECTED TRUSTEE/CUSTODIA | $44,009 | $0 | 2023 |
| Symphona Llp | AUDITOR | $38,378 | not reported in the loaded dataset | 2023 |
| Murchison, Taylor And Gibson, Pllc | FUND COUNSEL | $21,510 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | INVESTMENT MANAGER | $16,180 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Employers - Ila N.C. Ports Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Wilmington, NC
- Employers - Ila N.C. Ports Welfare — Schedule C compensation
- Usi — Schedule C compensation
- Xponance, Inc. (Piedmont Inv Adv) — Schedule C compensation
- Alex Brown/ Raymond James & Assoc. — Schedule C compensation
- Principal, Previously Wells Fargo — Schedule C compensation
- Symphona Llp — Schedule C compensation
- Murchison, Taylor And Gibson, Pllc — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation