Maritime Association - I.L.A. Retirement Fund — Form 5500 plan (The Board Of Trustees Of The Maritime Assoc. - I.L.A Retirement 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, Maritime Association - I.L.A. Retirement Fund is a benefit plan reported by The Board Of Trustees Of The Maritime Assoc. - I.L.A Retirement Plan under EIN 74-1721447 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,082 participants and $901,110,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Maritime Assoc. - I.L.A Retirement Plan
- EIN
- 74-1721447
- Plan number
- 002
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 5,082
- End-of-year plan assets
- $901,110,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,082 | H, C | 20250711202014NAL0006605969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $901,110,308
- Total liabilities (EOY)
- $260,793
- Net assets (EOY)
- $900,849,515
- Net assets (BOY)
- $742,546,327
Income & contributions
- Employer contributions
- $65,891,956
- Participant contributions
- $5,227,436
- Total contributions
- $71,180,936
- Total income / additions
- $229,976,559
Expenses & distributions
- Benefits paid
- $70,342,301
- Administrative expenses
- $1,266,327
- Total expenses
- $71,673,371
- Net increase / (decrease)
- $158,303,188
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard | NONE | $393,517 | not reported in the loaded dataset | 2023 |
| Maritime Association | NONE | $231,523 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $99,438 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $56,216 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones, Cpa | NONE | $32,603 | not reported in the loaded dataset | 2023 |
| Culhanne Pllc | NONE | $22,095 | not reported in the loaded dataset | 2023 |
| Rockit Consulting | NONE | $19,631 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $17,414 | not reported in the loaded dataset | 2023 |
| Byrne Software | NONE | $11,772 | not reported in the loaded dataset | 2023 |
| Aon | NONE | $6,172 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Maritime Assoc. - I.L.A Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Vanguard — Schedule C compensation
- Maritime Association — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Mcconnell & Jones, Cpa — Schedule C compensation
- Culhanne Pllc — Schedule C compensation
- Rockit Consulting — Schedule C compensation
- Us Bank — Schedule C compensation
- Byrne Software — Schedule C compensation
- Aon — Schedule C compensation