Georgia Stevedore Association International Longshoremen'S Association Welfare Plan — Form 5500 plan (Georgia Stevedore Assn Int'L Longshoremen'S Assn)

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, Georgia Stevedore Association International Longshoremen'S Association Welfare Plan is a benefit plan reported by Georgia Stevedore Assn Int'L Longshoremen'S Assn under EIN 58-6034166 and plan number 502. The latest loaded filing year is 2023. The filing reports 3,427 participants and $61,935,651 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Georgia Stevedore Assn Int'L Longshoremen'S Assn
EIN
58-6034166
Plan number
502
Plan type
1
Location
Savannah, GA
Latest filing year
2023
Participants
3,427
End-of-year plan assets
$61,935,651

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,427H, C20250715121145NAL0004623106004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,935,651
Total liabilities (EOY)
$6,738,127
Net assets (EOY)
$55,197,524
Net assets (BOY)
$45,965,514

Income & contributions

Employer contributions
$43,903,946
Total contributions
$47,904,562
Total income / additions
$55,915,312

Expenses & distributions

Benefits paid
$44,138,171
Administrative expenses
$2,545,131
Total expenses
$46,683,302
Net increase / (decrease)
$9,232,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gsa-Ila Manager'S FundAFFILIATED ADMIN FUND$1,937,035not reported in the loaded dataset2023
Bignault & CarterCO-COUNSEL$252,500not reported in the loaded dataset2023
SegalACTUARY AND CONSULTANT$80,196not reported in the loaded dataset2023
Symphona LlpAUDITOR$65,014not reported in the loaded dataset2023
Boston Partners Global InvestorsINVESTMENT MANAGER$55,036$02023
Segal Marco AdvisorsINVESTMENT CONSULTANT$51,262not reported in the loaded dataset2023
Holland, Bromley, Barnhill & BrettACCOUNTANT$46,950not reported in the loaded dataset2023
Loomis Sayles Trust CompanyINVESTMENT MANAGER$12,907not reported in the loaded dataset2023
ComericaCUSTODIAN$6,404$1,8122023

Related Form 5500 pages