Hrsa-Ila Pension Plan — Form 5500 plan (Board Of Trustees Of The Hrsa-Ila 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, Hrsa-Ila Pension Plan is a benefit plan reported by Board Of Trustees Of The Hrsa-Ila Pension Plan under EIN 54-0506055 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,268 participants and $568,233,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Hrsa-Ila Pension Plan
- EIN
- 54-0506055
- Plan number
- 001
- Plan type
- 1
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 4,268
- End-of-year plan assets
- $568,233,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,268 | H, C | 20250715113625NAL0001561027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $568,233,067
- Total liabilities (EOY)
- $2,227,455
- Net assets (EOY)
- $566,005,612
- Net assets (BOY)
- $489,989,308
Income & contributions
- Employer contributions
- $20,953,592
- Total contributions
- $20,953,592
- Total income / additions
- $113,999,435
Expenses & distributions
- Benefits paid
- $33,877,558
- Administrative expenses
- $4,105,573
- Total expenses
- $37,983,131
- Net increase / (decrease)
- $76,016,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | NONE | $759,164 | not reported in the loaded dataset | 2023 |
| Delta Capital Management LLC | NONE | $361,234 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $359,434 | $0 | 2023 |
| Alliance Bernstein | NONE | $358,087 | not reported in the loaded dataset | 2023 |
| Edgar Lomax Company | NONE | $332,615 | not reported in the loaded dataset | 2023 |
| Fiduciary Trust Company Int | NONE | $281,966 | not reported in the loaded dataset | 2023 |
| Hrsa-Ila Fringe Benefit Escrow Fund | RELATED PARTY | $222,624 | not reported in the loaded dataset | 2023 |
| Towne Insurance | NONE | $137,292 | $0 | 2023 |
| The Segal Company | NONE | $112,549 | not reported in the loaded dataset | 2023 |
| Black Rock | NONE | $96,963 | not reported in the loaded dataset | 2023 |
| Cambiar | NONE | $96,485 | not reported in the loaded dataset | 2023 |
| Basys, LLC | NONE | $81,280 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $47,370 | not reported in the loaded dataset | 2023 |
| Amalgamated Medical Care Management | NONE | $22,342 | not reported in the loaded dataset | 2023 |
| Woods Rogers Vandeventer Black Plc | NONE | $22,003 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $14,970 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank Na | NONE | $9,599 | not reported in the loaded dataset | 2023 |
| Allegra | NONE | $7,542 | not reported in the loaded dataset | 2023 |
| Electronic Systems Inc. | NONE | $6,646 | not reported in the loaded dataset | 2023 |
| Omni Business Solutions | NONE | $5,416 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Hrsa-Ila Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Wells Fargo Advisors LLC — Schedule C compensation
- Delta Capital Management LLC — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Edgar Lomax Company — Schedule C compensation
- Fiduciary Trust Company Int — Schedule C compensation
- Hrsa-Ila Fringe Benefit Escrow Fund — Schedule C compensation
- Towne Insurance — Schedule C compensation
- The Segal Company — Schedule C compensation
- Black Rock — Schedule C compensation
- Cambiar — Schedule C compensation
- Basys, LLC — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Amalgamated Medical Care Management — Schedule C compensation
- Woods Rogers Vandeventer Black Plc — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Wells Fargo Bank Na — Schedule C compensation
- Allegra — Schedule C compensation
- Electronic Systems Inc. — Schedule C compensation
- Omni Business Solutions — Schedule C compensation