Ilwu-Pma Savings (401(K)) Plan — Form 5500 plan (Pacific Maritime Association)
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, Ilwu-Pma Savings (401(K)) Plan is a benefit plan reported by Pacific Maritime Association under EIN 94-1126322 and plan number 002. The latest loaded filing year is 2023. The filing reports 18,920 participants and $3,147,561,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Maritime Association
- EIN
- 94-1126322
- Plan number
- 002
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 18,920
- End-of-year plan assets
- $3,147,561,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,920 | H, C | 20250318173111NAL0001922643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,147,561,292
- Total liabilities (EOY)
- $3,657,945
- Net assets (EOY)
- $3,143,903,347
- Net assets (BOY)
- $2,749,834,869
Income & contributions
- Employer contributions
- $32,119,170
- Participant contributions
- $143,667,446
- Total contributions
- $178,099,314
- Total income / additions
- $611,362,288
Expenses & distributions
- Benefits paid
- $216,877,297
- Administrative expenses
- $404,839
- Total expenses
- $217,293,810
- Net increase / (decrease)
- $394,068,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $201,345 | $0 | 2023 |
| Pricewaterhousecoopers Llp | NONE | $156,694 | not reported in the loaded dataset | 2023 |
| Alan D Biller Associates Inc | NONE | $45,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Maritime Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Fidelity Investments Institutional — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Alan D Biller Associates Inc — Schedule C compensation