Ri Shipping Assn Intl Longshoremen'S Assn Annuity Fund — Form 5500 plan (Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board Of Truste)

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, Ri Shipping Assn Intl Longshoremen'S Assn Annuity Fund is a benefit plan reported by Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board Of Truste under EIN 05-0498731 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $22,566,412 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ri Shipping Assn Intl Longshoremen' Assn Annuity Fund, Board Of Truste
EIN
05-0498731
Plan number
002
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
146
End-of-year plan assets
$22,566,412

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20250221142338NAL0006102161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,566,412
Total liabilities (EOY)
$32,638
Net assets (EOY)
$22,533,774
Net assets (BOY)
$16,608,340

Income & contributions

Employer contributions
$1,610,043
Total contributions
$1,610,043
Total income / additions
$6,853,371

Expenses & distributions

Benefits paid
$890,212
Administrative expenses
$37,725
Total expenses
$927,937
Net increase / (decrease)
$5,925,434

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ward Fisher & Co.NONE$15,600not reported in the loaded dataset2023
Administration Services Inc.NONE$14,112not reported in the loaded dataset2023

Related Form 5500 pages