2023 Form 5500 filing — Hrsa-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 20250715113625NAL0001561027001) for Hrsa-Ila Pension Plan, reported by Board Of Trustees Of The Hrsa-Ila Pension Plan under EIN 54-0506055 and plan number 001. It reports 4,268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715113625NAL0001561027001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Hrsa-Ila Pension Plan
- EIN
- 54-0506055
- Plan number
- 001
- Location
- Norfolk, VA
- Participants
- 4,268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $568,233,067
- Total liabilities (EOY)
- $2,227,455
- Net assets (EOY)
- $566,005,612
- Employer contributions
- $20,953,592
- Total income / additions
- $113,999,435
- Benefits paid
- $33,877,558
- Administrative expenses
- $4,105,573
- Total expenses
- $37,983,131
- Net increase / (decrease)
- $76,016,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | NONE | $759,164 | not reported in the loaded dataset |
| Delta Capital Management LLC | NONE | $361,234 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $359,434 | $0 |
| Alliance Bernstein | NONE | $358,087 | not reported in the loaded dataset |
| Edgar Lomax Company | NONE | $332,615 | not reported in the loaded dataset |
| Fiduciary Trust Company Int | NONE | $281,966 | not reported in the loaded dataset |
| Hrsa-Ila Fringe Benefit Escrow Fund | RELATED PARTY | $222,624 | not reported in the loaded dataset |
| Towne Insurance | NONE | $137,292 | $0 |
| The Segal Company | NONE | $112,549 | not reported in the loaded dataset |
| Black Rock | NONE | $96,963 | not reported in the loaded dataset |
| Cambiar | NONE | $96,485 | not reported in the loaded dataset |
| Basys, LLC | NONE | $81,280 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $47,370 | not reported in the loaded dataset |
| Amalgamated Medical Care Management | NONE | $22,342 | not reported in the loaded dataset |
| Woods Rogers Vandeventer Black Plc | NONE | $22,003 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $14,970 | not reported in the loaded dataset |
| Wells Fargo Bank Na | NONE | $9,599 | not reported in the loaded dataset |
| Allegra | NONE | $7,542 | not reported in the loaded dataset |
| Electronic Systems Inc. | NONE | $6,646 | not reported in the loaded dataset |
| Omni Business Solutions | NONE | $5,416 | not reported in the loaded dataset |