2023 Form 5500 filing — Pension Plan For Officers & Professional Staff Of Intl Longshore & Warehouse Union
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009145159NAL0019471905001) for Pension Plan For Officers & Professional Staff Of Intl Longshore & Warehouse Union, reported by Intl Longshore & Warehouse Union under EIN 94-0577594 and plan number 333. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145159NAL0019471905001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Intl Longshore & Warehouse Union
- EIN
- 94-0577594
- Plan number
- 333
- Location
- San Francisco, CA
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,389,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,389,483
- Employer contributions
- $1,715,706
- Total income / additions
- $4,917,897
- Benefits paid
- $2,016,213
- Administrative expenses
- $229,226
- Total expenses
- $2,245,439
- Net increase / (decrease)
- $2,672,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,829 | $0 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $17,202 | not reported in the loaded dataset |
| Advanced Consulting Grp | ACCOUNTANT | $12,914 | not reported in the loaded dataset |
| Withumsmith Brown, Pc | ACCOUNTANT | $11,900 | not reported in the loaded dataset |
| Leonard Carder,Llp | LEGAL | $6,923 | not reported in the loaded dataset |