Employers- Ila N.C. Ports Welfare Plan — Form 5500 plan (Trustees Of Employers - Ila N.C. Ports Welfare 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 Welfare Plan is a benefit plan reported by Trustees Of Employers - Ila N.C. Ports Welfare Plan under EIN 58-2126333 and plan number 501. The latest loaded filing year is 2023. The filing reports 516 participants and $4,194,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Employers - Ila N.C. Ports Welfare Plan
- EIN
- 58-2126333
- Plan number
- 501
- Plan type
- 1
- Location
- Wilmington, NC
- Latest filing year
- 2023
- Participants
- 516
- End-of-year plan assets
- $4,194,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 516 | H, C | 20250715115134NAL0001283059004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,194,131
- Total liabilities (EOY)
- $1,142,335
- Net assets (EOY)
- $3,051,796
- Net assets (BOY)
- $2,697,234
Income & contributions
- Employer contributions
- $3,122,309
- Total contributions
- $3,122,309
- Total income / additions
- $4,286,393
Expenses & distributions
- Benefits paid
- $3,332,994
- Administrative expenses
- $598,837
- Total expenses
- $3,931,831
- Net increase / (decrease)
- $354,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kathy Womack | EMPLOYEE | $218,404 | not reported in the loaded dataset | 2023 |
| Mila Managed Health Care Trust Fund | AFFILIATED INSURANCE | $139,185 | not reported in the loaded dataset | 2023 |
| Marlene Pak-Smith | EMPLOYEE | $101,126 | not reported in the loaded dataset | 2023 |
| Pamela Carr | EMPLOYEE | $45,473 | not reported in the loaded dataset | 2023 |
| Symphona Llp | AUDITOR | $27,040 | not reported in the loaded dataset | 2023 |
| Eberts & Harrison, Inc. | INSURANCE AGENT | $20,001 | $0 | 2023 |
| Atlantic Computer Services | IT VENDOR | $10,075 | not reported in the loaded dataset | 2023 |
| Art Gorman | IT VENDOR | $6,965 | not reported in the loaded dataset | 2023 |
| Linda Simmons | JANITORIAL VENDOR | $6,500 | not reported in the loaded dataset | 2023 |
| New Hanover County Tax Office | PROPERTY TAX VENDOR | $5,910 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | ACTUARY AND CONSULTANT | $5,800 | not reported in the loaded dataset | 2023 |
| Great American Financial Services | VENDOR | $5,104 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Employers - Ila N.C. Ports Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Wilmington, NC
- Kathy Womack — Schedule C compensation
- Mila Managed Health Care Trust Fund — Schedule C compensation
- Marlene Pak-Smith — Schedule C compensation
- Pamela Carr — Schedule C compensation
- Symphona Llp — Schedule C compensation
- Eberts & Harrison, Inc. — Schedule C compensation
- Atlantic Computer Services — Schedule C compensation
- Art Gorman — Schedule C compensation
- Linda Simmons — Schedule C compensation
- New Hanover County Tax Office — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Great American Financial Services — Schedule C compensation