2023 Form 5500 filing — Tma-Ila 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 20250714213006NAL0002382384001) for Tma-Ila Pension Plan, reported by Tampa Maritime Association- International Longshoremen'S Assoc under EIN 59-6145175 and plan number 001. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714213006NAL0002382384001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Tampa Maritime Association- International Longshoremen'S Assoc
- EIN
- 59-6145175
- Plan number
- 001
- Location
- Salem, VA
- Participants
- 374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,485,157
- Total liabilities (EOY)
- $13,682
- Net assets (EOY)
- $38,471,475
- Employer contributions
- $2,981,206
- Total income / additions
- $9,872,646
- Benefits paid
- $2,216,398
- Administrative expenses
- $437,719
- Total expenses
- $2,654,117
- Net increase / (decrease)
- $7,218,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lawrence C. Musgrove Assoc., Inc. | ADMINISTRATOR | $85,740 | not reported in the loaded dataset |
| Logan Capital Management, Inc. | INVESTMENT MANAGEMENT | $70,889 | not reported in the loaded dataset |
| Bha Consulting, LLC | ACTUARY | $56,440 | not reported in the loaded dataset |
| Regions Bank | INVESTMENT MANAGEMENT | $35,150 | not reported in the loaded dataset |
| New Tower Trust Company | INVESTMENT MANAGEMENT | $26,845 | not reported in the loaded dataset |
| Kayne Anderson Rudnick | INVESTMENT MANAGEMENT | $22,196 | not reported in the loaded dataset |
| Anderson & Reed, Llp | AUDITOR | $20,000 | not reported in the loaded dataset |
| Andco Consulting, LLC | INVESTMENT MANAGER | $18,750 | not reported in the loaded dataset |
| Willig, Williams & Davidson | ATTORNEY | $17,130 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | not reported in the loaded dataset | $13,120 | not reported in the loaded dataset |