Tma-Ila Welfare Plan — Form 5500 plan (Tampa Maritime Association- International Longshoremen'S Assoc)
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, Tma-Ila Welfare Plan is a benefit plan reported by Tampa Maritime Association- International Longshoremen'S Assoc under EIN 59-1960263 and plan number 502. The latest loaded filing year is 2023. The filing reports 276 participants and $2,440,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tampa Maritime Association- International Longshoremen'S Assoc
- EIN
- 59-1960263
- Plan number
- 502
- Plan type
- 1
- Location
- Salem, VA
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $2,440,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20250715111508NAL0001254947002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,440,289
- Total liabilities (EOY)
- $433,142
- Net assets (EOY)
- $2,007,147
- Net assets (BOY)
- $1,774,144
Income & contributions
- Employer contributions
- $2,276,763
- Total contributions
- $2,315,727
- Total income / additions
- $2,743,831
Expenses & distributions
- Benefits paid
- $2,401,781
- Administrative expenses
- $109,047
- Total expenses
- $2,510,828
- Net increase / (decrease)
- $233,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lawrence C. Musgrove Assoc., Inc. | ADMINISTRATOR | $29,880 | not reported in the loaded dataset | 2023 |
| Anderson & Reed, Llp | AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | ATTORNEY | $8,588 | not reported in the loaded dataset | 2023 |
| Bha Consulting, LLC | ACTUARY | $7,680 | not reported in the loaded dataset | 2023 |
| Regions Bank | INVESTMENT MANAGEMENT | $6,346 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tampa Maritime Association- International Longshoremen'S Assoc
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Salem, VA
- Lawrence C. Musgrove Assoc., Inc. — Schedule C compensation
- Anderson & Reed, Llp — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Bha Consulting, LLC — Schedule C compensation
- Regions Bank — Schedule C compensation