M.S.S.A.-I.L.A. Pension Plan — Form 5500 plan (Board Of Trustee M.S.S.A.-I.L.A. 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, M.S.S.A.-I.L.A. Pension Plan is a benefit plan reported by Board Of Trustee M.S.S.A.-I.L.A. Pension Plan under EIN 63-0785888 and plan number 001. The latest loaded filing year is 2023. The filing reports 592 participants and $59,149,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustee M.S.S.A.-I.L.A. Pension Plan
- EIN
- 63-0785888
- Plan number
- 001
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 592
- End-of-year plan assets
- $59,149,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 592 | H, C | 20250715151319NAL0002350337002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,149,909
- Total liabilities (EOY)
- $288,895
- Net assets (EOY)
- $58,861,014
- Net assets (BOY)
- $48,501,833
Income & contributions
- Employer contributions
- $2,786,553
- Total contributions
- $2,786,553
- Total income / additions
- $13,418,958
Expenses & distributions
- Benefits paid
- $2,621,769
- Administrative expenses
- $438,008
- Total expenses
- $3,059,777
- Net increase / (decrease)
- $10,359,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hs&Ba | NONE | $71,714 | $0 | 2023 |
| Kayne Anderson Rudnick | NONE | $47,608 | not reported in the loaded dataset | 2023 |
| Consequent Capital Management | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Tania Williams-Jordan | EE OF PLAN | $17,206 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $16,269 | not reported in the loaded dataset | 2023 |
| Ncm Capital Management Group | NONE | $16,124 | not reported in the loaded dataset | 2023 |
| Loper Law, LLC | NONE | $10,559 | $0 | 2023 |
| Willig Williams & Davidson | NONE | $10,340 | not reported in the loaded dataset | 2023 |
| Kalifeh Bedsole Adams, Pc | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | NONE | $7,435 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustee M.S.S.A.-I.L.A. Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Hs&Ba — Schedule C compensation
- Kayne Anderson Rudnick — Schedule C compensation
- Consequent Capital Management — Schedule C compensation
- Tania Williams-Jordan — Schedule C compensation
- Regions Bank — Schedule C compensation
- Ncm Capital Management Group — Schedule C compensation
- Loper Law, LLC — Schedule C compensation
- Willig Williams & Davidson — Schedule C compensation
- Kalifeh Bedsole Adams, Pc — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation