Maritime Association - I.L.A. Welfare Fund — Form 5500 plan (The Board Of Trustees Of The Maritime Association - I.L.A. Welfare Fun)
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, Maritime Association - I.L.A. Welfare Fund is a benefit plan reported by The Board Of Trustees Of The Maritime Association - I.L.A. Welfare Fun under EIN 74-1721447 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,128 participants and $44,776,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Maritime Association - I.L.A. Welfare Fun
- EIN
- 74-1721447
- Plan number
- 501
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 5,128
- End-of-year plan assets
- $44,776,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,128 | H, C | 20250711202308NAL0010778496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,776,463
- Total liabilities (EOY)
- $4,135,180
- Net assets (EOY)
- $40,641,283
- Net assets (BOY)
- $36,940,719
Income & contributions
- Employer contributions
- $50,040,437
- Total contributions
- $50,040,437
- Total income / additions
- $54,485,530
Expenses & distributions
- Benefits paid
- $49,665,542
- Administrative expenses
- $1,119,424
- Total expenses
- $50,784,966
- Net increase / (decrease)
- $3,700,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Maritime Association | PLAN SPONSOR | $417,765 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Associates | NONE | $52,816 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $51,602 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones, Llp | NONE | $38,887 | not reported in the loaded dataset | 2023 |
| Rockit Consulting | NONE | $34,786 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $23,489 | not reported in the loaded dataset | 2023 |
| Byrne Software | NONE | $19,922 | not reported in the loaded dataset | 2023 |
| J P Morgan Chase | NONE | $11,082 | not reported in the loaded dataset | 2023 |
| Xponance | NONE | $10,017 | not reported in the loaded dataset | 2023 |
| Chartwell | NONE | $6,177 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $5,518 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Maritime Association - I.L.A. Welfare Fun
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Maritime Association — Schedule C compensation
- Aon Hewitt Associates — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Mcconnell & Jones, Llp — Schedule C compensation
- Rockit Consulting — Schedule C compensation
- National Investment Services — Schedule C compensation
- Byrne Software — Schedule C compensation
- J P Morgan Chase — Schedule C compensation
- Xponance — Schedule C compensation
- Chartwell — Schedule C compensation
- Investment Performance Services — Schedule C compensation