2023 Form 5500 filing — M.S.S.A.-I.L.A. 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 20250715151319NAL0002350337002) for M.S.S.A.-I.L.A. Pension Plan, reported by Board Of Trustee M.S.S.A.-I.L.A. Pension Plan under EIN 63-0785888 and plan number 001. It reports 592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715151319NAL0002350337002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustee M.S.S.A.-I.L.A. Pension Plan
- EIN
- 63-0785888
- Plan number
- 001
- Location
- Mobile, AL
- Participants
- 592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,149,909
- Total liabilities (EOY)
- $288,895
- Net assets (EOY)
- $58,861,014
- Employer contributions
- $2,786,553
- Total income / additions
- $13,418,958
- Benefits paid
- $2,621,769
- Administrative expenses
- $438,008
- Total expenses
- $3,059,777
- Net increase / (decrease)
- $10,359,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hs&Ba | NONE | $71,714 | $0 |
| Kayne Anderson Rudnick | NONE | $47,608 | not reported in the loaded dataset |
| Consequent Capital Management | NONE | $20,000 | not reported in the loaded dataset |
| Tania Williams-Jordan | EE OF PLAN | $17,206 | not reported in the loaded dataset |
| Regions Bank | NONE | $16,269 | not reported in the loaded dataset |
| Ncm Capital Management Group | NONE | $16,124 | not reported in the loaded dataset |
| Loper Law, LLC | NONE | $10,559 | $0 |
| Willig Williams & Davidson | NONE | $10,340 | not reported in the loaded dataset |
| Kalifeh Bedsole Adams, Pc | NONE | $7,500 | not reported in the loaded dataset |
| Rhumbline Advisors | NONE | $7,435 | not reported in the loaded dataset |