Laborde Marine Retirement Plan — Form 5500 plan (Laborde Marine Management, L.L.C.)

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, Laborde Marine Retirement Plan is a benefit plan reported by Laborde Marine Management, L.L.C. under EIN 27-0965318 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $11,159,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Laborde Marine Management, L.L.C.
EIN
27-0965318
Plan number
001
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
225
End-of-year plan assets
$11,159,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241004134120NAL0019720448001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,159,640
Total liabilities (EOY)
$0
Net assets (EOY)
$11,159,640
Net assets (BOY)
$8,276,504

Income & contributions

Employer contributions
$363,617
Participant contributions
$1,494,248
Total contributions
$1,879,717
Total income / additions
$3,422,974

Expenses & distributions

Benefits paid
$498,921
Administrative expenses
$37,573
Total expenses
$539,838
Net increase / (decrease)
$2,883,136

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$19,985$02023
Stokes Family Office LLCADVISOR$17,588not reported in the loaded dataset2023

Related Form 5500 pages