2023 Form 5500 filing — The Maritime Association - I.L.A. Pension Fund
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 20250711201720NAL0004446387001) for The Maritime Association - I.L.A. Pension Fund, reported by Maritime Association - I.L.A. Pension Fund under EIN 74-1721447 and plan number 001. It reports 2,515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711201720NAL0004446387001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Maritime Association - I.L.A. Pension Fund
- EIN
- 74-1721447
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 2,515
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,454,576
- Total liabilities (EOY)
- $203,954
- Net assets (EOY)
- $173,250,622
- Total income / additions
- $15,879,457
- Benefits paid
- $19,484,405
- Administrative expenses
- $1,586,808
- Total expenses
- $21,071,213
- Net increase / (decrease)
- -$5,191,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chartwell | NONE | $312,293 | not reported in the loaded dataset |
| Prudential Insurance | NONE | $183,831 | $109,322 |
| Maritime Association | PLAN SPONSOR | $291,742 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $105,132 | not reported in the loaded dataset |
| Aonhewitt Associates | NONE | $98,753 | not reported in the loaded dataset |
| Ullico | NONE | $45,295 | not reported in the loaded dataset |
| Segall, Bryant | NONE | $38,339 | not reported in the loaded dataset |
| Atlanta Capital | NONE | $37,121 | not reported in the loaded dataset |
| Xponance | NONE | $30,533 | not reported in the loaded dataset |
| Great Lakes | NONE | $30,113 | not reported in the loaded dataset |
| Rockit Consulting | NONE | $20,984 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $20,248 | not reported in the loaded dataset |
| Timesquare | NONE | $18,059 | not reported in the loaded dataset |
| O'Connell & O'Connell | NONE | $17,892 | not reported in the loaded dataset |
| Risk Metrics Iss | NONE | $16,063 | not reported in the loaded dataset |
| Byrne Software | NONE | $12,678 | not reported in the loaded dataset |
| Wellington | NONE | $12,216 | not reported in the loaded dataset |
| Mcconnell & Jones, Llp | NONE | $12,000 | not reported in the loaded dataset |
| Brunswick Press | NONE | $6,289 | not reported in the loaded dataset |
| J P Morgan Chase | NONE | $5,541 | not reported in the loaded dataset |