The Maritime Association - I.L.A. Pension Fund — Form 5500 plan (Maritime Association - I.L.A. Pension Fund)
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, The Maritime Association - I.L.A. Pension Fund is a benefit plan reported by Maritime Association - I.L.A. Pension Fund under EIN 74-1721447 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,515 participants and $173,454,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maritime Association - I.L.A. Pension Fund
- EIN
- 74-1721447
- Plan number
- 001
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 2,515
- End-of-year plan assets
- $173,454,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,515 | H, C | 20250711201720NAL0004446387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $173,454,576
- Total liabilities (EOY)
- $203,954
- Net assets (EOY)
- $173,250,622
- Net assets (BOY)
- $178,442,378
Income & contributions
- Total contributions
- $0
- Total income / additions
- $15,879,457
Expenses & distributions
- Benefits paid
- $19,484,405
- Administrative expenses
- $1,586,808
- Total expenses
- $21,071,213
- Net increase / (decrease)
- -$5,191,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Chartwell | NONE | $312,293 | not reported in the loaded dataset | 2023 |
| Prudential Insurance | NONE | $183,831 | $109,322 | 2023 |
| Maritime Association | PLAN SPONSOR | $291,742 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $105,132 | not reported in the loaded dataset | 2023 |
| Aonhewitt Associates | NONE | $98,753 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $45,295 | not reported in the loaded dataset | 2023 |
| Segall, Bryant | NONE | $38,339 | not reported in the loaded dataset | 2023 |
| Atlanta Capital | NONE | $37,121 | not reported in the loaded dataset | 2023 |
| Xponance | NONE | $30,533 | not reported in the loaded dataset | 2023 |
| Great Lakes | NONE | $30,113 | not reported in the loaded dataset | 2023 |
| Rockit Consulting | NONE | $20,984 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $20,248 | not reported in the loaded dataset | 2023 |
| Timesquare | NONE | $18,059 | not reported in the loaded dataset | 2023 |
| O'Connell & O'Connell | NONE | $17,892 | not reported in the loaded dataset | 2023 |
| Risk Metrics Iss | NONE | $16,063 | not reported in the loaded dataset | 2023 |
| Byrne Software | NONE | $12,678 | not reported in the loaded dataset | 2023 |
| Wellington | NONE | $12,216 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones, Llp | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Brunswick Press | NONE | $6,289 | not reported in the loaded dataset | 2023 |
| J P Morgan Chase | NONE | $5,541 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maritime Association - I.L.A. Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Chartwell — Schedule C compensation
- Prudential Insurance — Schedule C compensation
- Maritime Association — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Aonhewitt Associates — Schedule C compensation
- Ullico — Schedule C compensation
- Segall, Bryant — Schedule C compensation
- Atlanta Capital — Schedule C compensation
- Xponance — Schedule C compensation
- Great Lakes — Schedule C compensation
- Rockit Consulting — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Timesquare — Schedule C compensation
- O'Connell & O'Connell — Schedule C compensation
- Risk Metrics Iss — Schedule C compensation
- Byrne Software — Schedule C compensation
- Wellington — Schedule C compensation
- Mcconnell & Jones, Llp — Schedule C compensation
- Brunswick Press — Schedule C compensation
- J P Morgan Chase — Schedule C compensation