2023 Form 5500 filing — Wilhelmsen Ships Service Pension Plan
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 20241114102545NAL0020221585001) for Wilhelmsen Ships Service Pension Plan, reported by Wilhelmsen Ships Service under EIN 76-0123280 and plan number 002. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114102545NAL0020221585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilhelmsen Ships Service
- EIN
- 76-0123280
- Plan number
- 002
- Location
- Pasadena, TX
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,228,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,228,491
- Employer contributions
- $796,224
- Participant contributions
- $927,953
- Total income / additions
- $5,548,937
- Benefits paid
- $3,200,552
- Administrative expenses
- $45,615
- Total expenses
- $3,246,167
- Net increase / (decrease)
- $2,302,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Advisors LLC | ADVISOR | $32,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,928 | $0 |