2023 Form 5500 filing — Ilwu-Pma 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 20250127174047NAL0024800130001) for Ilwu-Pma Pension Plan, reported by Trustees Of Ilwu-Pma Pension Plan under EIN 94-6068576 and plan number 001. It reports 25,197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250127174047NAL0024800130001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ilwu-Pma Pension Plan
- EIN
- 94-6068576
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 25,197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,710,883,559
- Total liabilities (EOY)
- $52,028,037
- Net assets (EOY)
- $9,658,855,522
- Employer contributions
- $465,399,780
- Total income / additions
- $1,500,913,423
- Benefits paid
- $468,809,672
- Administrative expenses
- $20,946,155
- Total expenses
- $489,755,827
- Net increase / (decrease)
- $1,011,157,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Global Advisors | NONE | $2,987,801 | $0 |
| Dodge & Cox | NONE | $2,413,976 | $0 |
| Ilwu-Pma Benefit Plans (Salaries) | EMPLOYEES | $2,027,122 | not reported in the loaded dataset |
| Alan D. Biller & Associates | NONE | $1,287,763 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | NONE | $1,278,298 | $0 |
| Ubs Realty Investors LLC | NONE | $1,171,921 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co Na | NONE | $956,455 | $0 |
| Prudential Prisa Ii | NONE | $876,211 | not reported in the loaded dataset |
| Fixed Income Finance Pgim, Inc | NONE | $771,611 | not reported in the loaded dataset |
| Ducenta Squared Asset Management | NONE | $595,988 | not reported in the loaded dataset |
| State Street Corporation | NONE | $278,598 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $272,374 | not reported in the loaded dataset |
| The Segal Company | NONE | $227,474 | not reported in the loaded dataset |
| Pacific Maritime Association | EMPLOYER ASSOCIATION | $177,655 | not reported in the loaded dataset |
| Leonard Carder, Llp | NONE | $172,258 | not reported in the loaded dataset |
| Bush Gottlieb, A Law Corporation | NONE | $159,397 | not reported in the loaded dataset |
| Union Bank | NONE | $70,112 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $37,838 | not reported in the loaded dataset |
| Admail Express, Inc. | NONE | $11,630 | not reported in the loaded dataset |
| The Souza Group | NONE | $9,976 | not reported in the loaded dataset |
| Workcare | NONE | $5,717 | not reported in the loaded dataset |