Waterfront Employers-I.L.A. Welfare Plan — Form 5500 plan (Board Of Trustees, Waterfront Employers -I.L.A. Welfare Plan)
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, Waterfront Employers-I.L.A. Welfare Plan is a benefit plan reported by Board Of Trustees, Waterfront Employers -I.L.A. Welfare Plan under EIN 57-0381219 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,368 participants and $15,378,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Waterfront Employers -I.L.A. Welfare Plan
- EIN
- 57-0381219
- Plan number
- 501
- Plan type
- 1
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 2,368
- End-of-year plan assets
- $15,378,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,368 | H, C | 20250714122505NAL0001031921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,378,560
- Total liabilities (EOY)
- $1,860,416
- Net assets (EOY)
- $13,518,144
- Net assets (BOY)
- $12,002,941
Income & contributions
- Employer contributions
- $17,173,546
- Total contributions
- $17,173,546
- Total income / additions
- $17,917,003
Expenses & distributions
- Benefits paid
- $15,339,191
- Administrative expenses
- $1,062,609
- Total expenses
- $16,401,800
- Net increase / (decrease)
- $1,515,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schultheis & Panettieri, Llp | NONE | $78,249 | not reported in the loaded dataset | 2023 |
| The Segal Co.(Southeast States)Inc. | NONE | $73,739 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $67,346 | not reported in the loaded dataset | 2023 |
| Willig, Williamson & Davidson | NONE | $24,626 | not reported in the loaded dataset | 2023 |
| Beacon Communications | NONE | $21,455 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $16,910 | not reported in the loaded dataset | 2023 |
| Marsh Usa Inc. | NONE | $0 | $7,664 | 2023 |
| Clement Rivers Llp | NONE | $5,001 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Waterfront Employers -I.L.A. Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Charleston, SC
- Schultheis & Panettieri, Llp — Schedule C compensation
- The Segal Co.(Southeast States)Inc. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Willig, Williamson & Davidson — Schedule C compensation
- Beacon Communications — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Marsh Usa Inc. — Schedule C compensation
- Clement Rivers Llp — Schedule C compensation