M.S.S.A. - I.L.A. Welfare Plan — Form 5500 plan (Board Of Trustees Of The M.S.S.A. - I.L.A. 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, M.S.S.A. - I.L.A. Welfare Plan is a benefit plan reported by Board Of Trustees Of The M.S.S.A. - I.L.A. Welfare Plan under EIN 63-0381144 and plan number 501. The latest loaded filing year is 2023. The filing reports 389 participants and $2,421,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The M.S.S.A. - I.L.A. Welfare Plan
- EIN
- 63-0381144
- Plan number
- 501
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 389
- End-of-year plan assets
- $2,421,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 389 | H, C | 20250715143800NAL0003150992002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,421,736
- Total liabilities (EOY)
- $1,652,219
- Net assets (EOY)
- $769,517
- Net assets (BOY)
- $839,790
Income & contributions
- Employer contributions
- $4,349,423
- Total contributions
- $4,349,423
- Total income / additions
- $4,349,437
Expenses & distributions
- Benefits paid
- $4,226,978
- Administrative expenses
- $192,732
- Total expenses
- $4,419,710
- Net increase / (decrease)
- -$70,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hs&Ba | NONE | $71,711 | $0 | 2023 |
| Tania Williams-Jordan | EE OF PLAN | $35,845 | $0 | 2023 |
| Kalifeh Bedsole Adams, Pc | NONE | $6,000 | $0 | 2023 |