Waterfront Employers - Ila Pension Plan — Form 5500 plan (Board Of Trustees Waterfront Employers - 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, Waterfront Employers - Ila Pension Plan is a benefit plan reported by Board Of Trustees Waterfront Employers - Ila Pension Plan under EIN 57-6027499 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,653 participants and $481,971,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Waterfront Employers - Ila Pension Plan
- EIN
- 57-6027499
- Plan number
- 001
- Plan type
- 1
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 2,653
- End-of-year plan assets
- $481,971,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,653 | H, C | 20250714121639NAL0001018145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $481,971,909
- Total liabilities (EOY)
- $22,350,496
- Net assets (EOY)
- $459,621,413
- Net assets (BOY)
- $414,407,272
Income & contributions
- Employer contributions
- $14,335,088
- Total contributions
- $14,335,088
- Total income / additions
- $74,283,687
Expenses & distributions
- Benefits paid
- $26,322,894
- Administrative expenses
- $2,746,652
- Total expenses
- $29,069,546
- Net increase / (decrease)
- $45,214,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newton Investment Management | NONE | $343,327 | $0 | 2023 |
| The Segal Co.(Southeast States) Inc | NONE | $291,066 | not reported in the loaded dataset | 2023 |
| Investment Performance Svcs LLC | NONE | $212,885 | not reported in the loaded dataset | 2023 |
| Bennett, James | NONE | $199,587 | not reported in the loaded dataset | 2023 |
| Global Trust Company | NONE | $173,911 | $0 | 2023 |
| Segall Bryant & Hamill Smid | NONE | $157,247 | $0 | 2023 |
| Smalls, Deborah | NONE | $131,580 | not reported in the loaded dataset | 2023 |
| Fred Alger Mgmt LLC | NONE | $123,569 | $0 | 2023 |
| Schultheis & Panettieri Llp | NONE | $121,365 | not reported in the loaded dataset | 2023 |
| Baker, Susan | NONE | $118,267 | not reported in the loaded dataset | 2023 |
| Robinson, Robin | NONE | $96,667 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | NONE | $91,600 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co Of America | NONE | $84,124 | $0 | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $80,549 | not reported in the loaded dataset | 2023 |
| Boston, Sharon | NONE | $68,106 | not reported in the loaded dataset | 2023 |
| Clement Rivers | NONE | $59,062 | not reported in the loaded dataset | 2023 |
| Johnson, Latoya | NONE | $55,508 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | NONE | $54,843 | $0 | 2023 |
| Nickerson, Stephanie | NONE | $54,715 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $50,142 | not reported in the loaded dataset | 2023 |
| Hadley, Constance | NONE | $45,390 | not reported in the loaded dataset | 2023 |
| Willig Williams & Davidson | NONE | $34,887 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $21,339 | $0 | 2023 |
| Beacon Communications | NONE | $15,664 | not reported in the loaded dataset | 2023 |
| Piedmont Investment Advisors | NONE | $14,984 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Waterfront Employers - Ila Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Charleston, SC
- Newton Investment Management — Schedule C compensation
- The Segal Co.(Southeast States) Inc — Schedule C compensation
- Investment Performance Svcs LLC — Schedule C compensation
- Bennett, James — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Segall Bryant & Hamill Smid — Schedule C compensation
- Smalls, Deborah — Schedule C compensation
- Fred Alger Mgmt LLC — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Baker, Susan — Schedule C compensation
- Robinson, Robin — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Prudential Insurance Co Of America — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Boston, Sharon — Schedule C compensation
- Clement Rivers — Schedule C compensation
- Johnson, Latoya — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Nickerson, Stephanie — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Hadley, Constance — Schedule C compensation
- Willig Williams & Davidson — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Beacon Communications — Schedule C compensation
- Piedmont Investment Advisors — Schedule C compensation