New Orleans Employers-International Longshoremen'S Association,Afl-Cio,Pension Plan — Form 5500 plan (Board Of Trustees, New Orleans Employers International Longshoremen'S)
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, New Orleans Employers-International Longshoremen'S Association,Afl-Cio,Pension Plan is a benefit plan reported by Board Of Trustees, New Orleans Employers International Longshoremen'S under EIN 72-6023317 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,606 participants and $129,893,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, New Orleans Employers International Longshoremen'S
- EIN
- 72-6023317
- Plan number
- 001
- Plan type
- 1
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 2,606
- End-of-year plan assets
- $129,893,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,606 | H, C | 20250708142557NAL0002746499002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,893,023
- Total liabilities (EOY)
- $1,203,978
- Net assets (EOY)
- $128,689,045
- Net assets (BOY)
- $117,705,522
Income & contributions
- Employer contributions
- $12,765,084
- Total contributions
- $14,452,453
- Total income / additions
- $31,751,214
Expenses & distributions
- Benefits paid
- $18,978,302
- Administrative expenses
- $1,789,389
- Total expenses
- $20,767,691
- Net increase / (decrease)
- $10,983,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Performance Services | NONE | $125,000 | $0 | 2023 |
| Rbc Global Asset Management Us, Inc | NONE | $119,735 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $84,340 | $0 | 2023 |
| Thomas R. Daniel | EMPLOYEE | $83,469 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management, Ll | INVESTMENT MANAGER | $82,720 | not reported in the loaded dataset | 2023 |
| Robein Urann Spencer Picard & Cange | NONE | $81,247 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $78,274 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Co | NONE | $52,425 | not reported in the loaded dataset | 2023 |
| Alice C. Baptiste | EMPLOYEE | $52,129 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $46,199 | $2,233 | 2023 |
| C.S. Mckee, L.P. | NONE | $44,075 | not reported in the loaded dataset | 2023 |
| Shvanda V. Brown | EMPLOYEE | $41,096 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $35,224 | not reported in the loaded dataset | 2023 |
| Sharelle D Lee | EMPLOYEE | $33,757 | not reported in the loaded dataset | 2023 |
| Fred Alger Management, Inc. | NONE | $28,476 | $994 | 2023 |
| Duplantier Hrapmann Hogan & Maher L | NONE | $26,880 | not reported in the loaded dataset | 2023 |
| Xponance, Inc. | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Wellington Trust | NONE | $17,291 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $15,614 | not reported in the loaded dataset | 2023 |
| Us Bank Na | NONE | $12,121 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $9,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, New Orleans Employers International Longshoremen'S
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Investment Performance Services — Schedule C compensation
- Rbc Global Asset Management Us, Inc — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Thomas R. Daniel — Schedule C compensation
- Boyd Watterson Asset Management, Ll — Schedule C compensation
- Robein Urann Spencer Picard & Cange — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Loomis Sayles Trust Co — Schedule C compensation
- Alice C. Baptiste — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- C.S. Mckee, L.P. — Schedule C compensation
- Shvanda V. Brown — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Sharelle D Lee — Schedule C compensation
- Fred Alger Management, Inc. — Schedule C compensation
- Duplantier Hrapmann Hogan & Maher L — Schedule C compensation
- Xponance, Inc. — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Us Bank Na — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation