2023 Form 5500 filing — New Orleans Employers-International Longshoremen'S Association,Afl-Cio,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 20250708142557NAL0002746499002) for New Orleans Employers-International Longshoremen'S Association,Afl-Cio,Pension Plan, reported by Board Of Trustees, New Orleans Employers International Longshoremen'S under EIN 72-6023317 and plan number 001. It reports 2,606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250708142557NAL0002746499002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, New Orleans Employers International Longshoremen'S
- EIN
- 72-6023317
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 2,606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,893,023
- Total liabilities (EOY)
- $1,203,978
- Net assets (EOY)
- $128,689,045
- Employer contributions
- $12,765,084
- Total income / additions
- $31,751,214
- Benefits paid
- $18,978,302
- Administrative expenses
- $1,789,389
- Total expenses
- $20,767,691
- Net increase / (decrease)
- $10,983,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investment Performance Services | NONE | $125,000 | $0 |
| Rbc Global Asset Management Us, Inc | NONE | $119,735 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $84,340 | $0 |
| Thomas R. Daniel | EMPLOYEE | $83,469 | not reported in the loaded dataset |
| Boyd Watterson Asset Management, Ll | INVESTMENT MANAGER | $82,720 | not reported in the loaded dataset |
| Robein Urann Spencer Picard & Cange | NONE | $81,247 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $78,274 | not reported in the loaded dataset |
| Loomis Sayles Trust Co | NONE | $52,425 | not reported in the loaded dataset |
| Alice C. Baptiste | EMPLOYEE | $52,129 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $46,199 | $2,233 |
| C.S. Mckee, L.P. | NONE | $44,075 | not reported in the loaded dataset |
| Shvanda V. Brown | EMPLOYEE | $41,096 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $35,224 | not reported in the loaded dataset |
| Sharelle D Lee | EMPLOYEE | $33,757 | not reported in the loaded dataset |
| Fred Alger Management, Inc. | NONE | $28,476 | $994 |
| Duplantier Hrapmann Hogan & Maher L | NONE | $26,880 | not reported in the loaded dataset |
| Xponance, Inc. | NONE | $25,000 | not reported in the loaded dataset |
| Wellington Trust | NONE | $17,291 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $15,614 | not reported in the loaded dataset |
| Us Bank Na | NONE | $12,121 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $9,300 | not reported in the loaded dataset |