International-Matex Tank Terminals Retirement Investment Plan — Form 5500 plan (International-Matex Tank Terminals LLC)
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, International-Matex Tank Terminals Retirement Investment Plan is a benefit plan reported by International-Matex Tank Terminals LLC under EIN 72-0771251 and plan number 334. The latest loaded filing year is 2023. The filing reports 987 participants and $81,386,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International-Matex Tank Terminals LLC
- EIN
- 72-0771251
- Plan number
- 334
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 987
- End-of-year plan assets
- $81,386,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 987 | H, C | 20241014103144NAL0027033233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,386,491
- Total liabilities (EOY)
- $53,441
- Net assets (EOY)
- $81,333,050
- Net assets (BOY)
- $71,080,039
Income & contributions
- Employer contributions
- $3,309,514
- Participant contributions
- $5,655,008
- Total contributions
- $9,857,818
- Total income / additions
- $23,643,622
Expenses & distributions
- Benefits paid
- $13,144,261
- Administrative expenses
- $179,339
- Total expenses
- $13,390,611
- Net increase / (decrease)
- $10,253,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Investments Usa Inc | OTHER | $73,388 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,746 | $0 | 2023 |
| Charles Schwab & Co. Inc. | NONE | $34,610 | not reported in the loaded dataset | 2023 |
| Bourgeois Bennett LLC | AUDITOR | $14,250 | not reported in the loaded dataset | 2023 |
| Jones Walker | ACCOUNTING/MISC SERV FEE | $10,987 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services | NONE | $9,085 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,272 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International-Matex Tank Terminals LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Aon Investments Usa Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation
- Bourgeois Bennett LLC — Schedule C compensation
- Jones Walker — Schedule C compensation
- Schwab Retirement Plan Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation