Tampa Banana Handlers Pension Plan — Form 5500 plan (Logistec Usa, 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, Tampa Banana Handlers Pension Plan is a benefit plan reported by Logistec Usa, Inc. under EIN 62-1333756 and plan number 003. The latest loaded filing year is 2023. The filing reports 212 participants and $12,782,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Logistec Usa, Inc.
- EIN
- 62-1333756
- Plan number
- 003
- Plan type
- 2
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $12,782,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20250716111151NAL0003053249002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,782,909
- Total liabilities (EOY)
- $2,402
- Net assets (EOY)
- $12,780,507
- Net assets (BOY)
- $10,834,097
Income & contributions
- Employer contributions
- $237,193
- Total contributions
- $237,193
- Total income / additions
- $2,815,635
Expenses & distributions
- Benefits paid
- $596,020
- Administrative expenses
- $273,205
- Total expenses
- $869,225
- Net increase / (decrease)
- $1,946,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman Inc. | ACTUARIAL | $63,438 | not reported in the loaded dataset | 2023 |
| National Employee Benefit Administr | CONTRACT ADMINISTRATION | $48,602 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa, P.A. | AUDITOR | $22,037 | not reported in the loaded dataset | 2023 |
| Willig Williams & Davidson | ATTORNEY | $15,580 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Logistec Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Milliman Inc. — Schedule C compensation
- National Employee Benefit Administr — Schedule C compensation
- Steven D Eisenberg Cpa, P.A. — Schedule C compensation
- Willig Williams & Davidson — Schedule C compensation