Tma-Ila Pension Plan — Form 5500 plan (Tampa Maritime Association- International Longshoremen'S Assoc)
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, Tma-Ila Pension Plan is a benefit plan reported by Tampa Maritime Association- International Longshoremen'S Assoc under EIN 59-6145175 and plan number 001. The latest loaded filing year is 2023. The filing reports 374 participants and $38,485,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tampa Maritime Association- International Longshoremen'S Assoc
- EIN
- 59-6145175
- Plan number
- 001
- Plan type
- 1
- Location
- Salem, VA
- Latest filing year
- 2023
- Participants
- 374
- End-of-year plan assets
- $38,485,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 374 | H, C | 20250714213006NAL0002382384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,485,157
- Total liabilities (EOY)
- $13,682
- Net assets (EOY)
- $38,471,475
- Net assets (BOY)
- $31,252,946
Income & contributions
- Employer contributions
- $2,981,206
- Total contributions
- $2,981,206
- Total income / additions
- $9,872,646
Expenses & distributions
- Benefits paid
- $2,216,398
- Administrative expenses
- $437,719
- Total expenses
- $2,654,117
- Net increase / (decrease)
- $7,218,529
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lawrence C. Musgrove Assoc., Inc. | ADMINISTRATOR | $85,740 | not reported in the loaded dataset | 2023 |
| Logan Capital Management, Inc. | INVESTMENT MANAGEMENT | $70,889 | not reported in the loaded dataset | 2023 |
| Bha Consulting, LLC | ACTUARY | $56,440 | not reported in the loaded dataset | 2023 |
| Regions Bank | INVESTMENT MANAGEMENT | $35,150 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | INVESTMENT MANAGEMENT | $26,845 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Rudnick | INVESTMENT MANAGEMENT | $22,196 | not reported in the loaded dataset | 2023 |
| Anderson & Reed, Llp | AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| Andco Consulting, LLC | INVESTMENT MANAGER | $18,750 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | ATTORNEY | $17,130 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | not reported in the loaded dataset | $13,120 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tampa Maritime Association- International Longshoremen'S Assoc
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Salem, VA
- Lawrence C. Musgrove Assoc., Inc. — Schedule C compensation
- Logan Capital Management, Inc. — Schedule C compensation
- Bha Consulting, LLC — Schedule C compensation
- Regions Bank — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Kayne Anderson Rudnick — Schedule C compensation
- Anderson & Reed, Llp — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation