M.S.S.A. - I.L.A. Vacation Plan — Form 5500 plan (Board Of Trustees - M.S.S.A. - I.L.A. Vacation 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, M.S.S.A. - I.L.A. Vacation Plan is a benefit plan reported by Board Of Trustees - M.S.S.A. - I.L.A. Vacation Plan under EIN 63-0385002 and plan number 502. The latest loaded filing year is 2023. The filing reports 391 participants and $2,965,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - M.S.S.A. - I.L.A. Vacation Plan
- EIN
- 63-0385002
- Plan number
- 502
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 391
- End-of-year plan assets
- $2,965,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 391 | H, C | 20250715143800NAL0003150992003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,965,260
- Total liabilities (EOY)
- $2,611,157
- Net assets (EOY)
- $354,103
- Net assets (BOY)
- $228,715
Income & contributions
- Employer contributions
- $1,367,008
- Total contributions
- $1,367,008
- Total income / additions
- $3,367,008
Expenses & distributions
- Benefits paid
- $3,158,186
- Administrative expenses
- $83,434
- Total expenses
- $3,241,620
- Net increase / (decrease)
- $125,388
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hs&Ba | NONE | $24,652 | $0 | 2023 |
| Tania Williams-Jordan | EE OF PLAN | $9,320 | $0 | 2023 |
| Willig Williams & Davidson | NONE | $6,179 | $0 | 2023 |