Transit Management Of Southeast Louisiana, Inc. Retirement Income Plan — Form 5500 plan (Transit Management Of Southeast Louisiana, 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, Transit Management Of Southeast Louisiana, Inc. Retirement Income Plan is a benefit plan reported by Transit Management Of Southeast Louisiana, Inc. under EIN 72-0956036 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,631 participants and $180,629,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transit Management Of Southeast Louisiana, Inc.
- EIN
- 72-0956036
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 1,631
- End-of-year plan assets
- $180,629,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,631 | H, C | 20241126122409NAL0011077616002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,629,614
- Total liabilities (EOY)
- $6,977,582
- Net assets (EOY)
- $173,652,032
- Net assets (BOY)
- $172,354,885
Income & contributions
- Employer contributions
- $13,843,635
- Total contributions
- $13,843,635
- Total income / additions
- $32,590,618
Expenses & distributions
- Benefits paid
- $15,405,866
- Administrative expenses
- $15,887,605
- Total expenses
- $31,293,471
- Net increase / (decrease)
- $1,297,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Realty Advisors | not reported in the loaded dataset | $133,795 | not reported in the loaded dataset | 2023 |
| Gulf Coast Bank & Trust | not reported in the loaded dataset | $112,462 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | not reported in the loaded dataset | $107,414 | not reported in the loaded dataset | 2023 |
| Weiler & Rees | not reported in the loaded dataset | $102,502 | not reported in the loaded dataset | 2023 |
| Seizert Capital Partners LLC | not reported in the loaded dataset | $73,315 | $3,910 | 2023 |
| Mariner Institutional, LLC | not reported in the loaded dataset | $74,583 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | not reported in the loaded dataset | $67,079 | $3,188 | 2023 |
| Newton Investment Management North | not reported in the loaded dataset | $67,599 | not reported in the loaded dataset | 2023 |
| Kennedy Capital Management Inc | not reported in the loaded dataset | $67,417 | $10 | 2023 |
| Invesco Trust Company | not reported in the loaded dataset | $54,273 | $0 | 2023 |
| Pension Technology Group | not reported in the loaded dataset | $45,000 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | not reported in the loaded dataset | $43,036 | not reported in the loaded dataset | 2023 |
| Arrian Green-Belvin | EMPLOYEE | $40,000 | not reported in the loaded dataset | 2023 |
| Foster & Foster, Inc. | not reported in the loaded dataset | $39,861 | not reported in the loaded dataset | 2023 |
| Wells Capital Management | not reported in the loaded dataset | $39,507 | not reported in the loaded dataset | 2023 |
| Xponance, Inc. | not reported in the loaded dataset | $39,158 | not reported in the loaded dataset | 2023 |
| Duplantier Hrapmann Hogan & Maher L | not reported in the loaded dataset | $37,300 | not reported in the loaded dataset | 2023 |
| Kaydreyon Bowman | EMPLOYEE | $25,141 | not reported in the loaded dataset | 2023 |
| Curtis A Moret Jr LLC | not reported in the loaded dataset | $11,880 | not reported in the loaded dataset | 2023 |
| Schroders Investment Management Nor | not reported in the loaded dataset | $11,694 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transit Management Of Southeast Louisiana, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- American Realty Advisors — Schedule C compensation
- Gulf Coast Bank & Trust — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Weiler & Rees — Schedule C compensation
- Seizert Capital Partners LLC — Schedule C compensation
- Mariner Institutional, LLC — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Newton Investment Management North — Schedule C compensation
- Kennedy Capital Management Inc — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Pension Technology Group — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- Arrian Green-Belvin — Schedule C compensation
- Foster & Foster, Inc. — Schedule C compensation
- Wells Capital Management — Schedule C compensation
- Xponance, Inc. — Schedule C compensation
- Duplantier Hrapmann Hogan & Maher L — Schedule C compensation
- Kaydreyon Bowman — Schedule C compensation
- Curtis A Moret Jr LLC — Schedule C compensation
- Schroders Investment Management Nor — Schedule C compensation