Bsa-Ila Pension Plan — Form 5500 plan (Boston Shipping Association, Inc)
Plain-English plan 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, Bsa-Ila Pension Plan is a benefit plan reported by Boston Shipping Association, Inc under EIN 04-2034907 and plan number 006. The latest loaded filing year is 2023. The filing reports 504 participants and $107,753,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boston Shipping Association, Inc
- EIN
- 04-2034907
- Plan number
- 006
- Plan type
- 1
- Location
- Charlestown, MA
- Latest filing year
- 2023
- Participants
- 504
- End-of-year plan assets
- $107,753,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 504 | H, C | 20250714122609NAL0001059329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,753,584
- Total liabilities (EOY)
- $61,254
- Net assets (EOY)
- $107,692,330
- Net assets (BOY)
- $94,903,455
Income & contributions
- Employer contributions
- $3,591,401
- Total contributions
- $3,591,401
- Total income / additions
- $21,251,469
Expenses & distributions
- Benefits paid
- $7,762,309
- Administrative expenses
- $700,285
- Total expenses
- $8,462,594
- Net increase / (decrease)
- $12,788,875
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Shipping Association | CONTRACT ADMINISTRATOR | $177,189 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | ADVISOR | $90,000 | not reported in the loaded dataset | 2023 |
| Jeanne Casper | EMPLOYEE | $75,658 | not reported in the loaded dataset | 2023 |
| Sands Capital Management | ADVISOR | $51,821 | not reported in the loaded dataset | 2023 |
| Chartwell Investments | ADVISOR | $44,493 | not reported in the loaded dataset | 2023 |
| Walter & Shuffain, P.C. | AUDITOR | $38,000 | not reported in the loaded dataset | 2023 |
| Chubb Insurance | INSURANCE | $32,332 | not reported in the loaded dataset | 2023 |
| Cbiz Inc | ACTUARY | $31,000 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden Co. | ADVISOR | $27,878 | not reported in the loaded dataset | 2023 |
| Richard Brennan | EMPLOYEE | $22,230 | not reported in the loaded dataset | 2023 |
| Mila Managed Health Care | OTHER SERVICES | $21,416 | not reported in the loaded dataset | 2023 |
| Feinberg, Dumont & Brennan | ATTORNEY | $15,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank | CUSTODIAL | $14,715 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boston Shipping Association, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Charlestown, MA
- Boston Shipping Association — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Jeanne Casper — Schedule C compensation
- Sands Capital Management — Schedule C compensation
- Chartwell Investments — Schedule C compensation
- Walter & Shuffain, P.C. — Schedule C compensation
- Chubb Insurance — Schedule C compensation
- Cbiz Inc — Schedule C compensation
- Boston Trust Walden Co. — Schedule C compensation
- Richard Brennan — Schedule C compensation
- Mila Managed Health Care — Schedule C compensation
- Feinberg, Dumont & Brennan — Schedule C compensation
- U.S. Bank — Schedule C compensation