Wilhelmsen Ships Service Pension Plan — Form 5500 plan (Wilhelmsen Ships Service)
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, Wilhelmsen Ships Service Pension Plan is a benefit plan reported by Wilhelmsen Ships Service under EIN 76-0123280 and plan number 002. The latest loaded filing year is 2023. The filing reports 186 participants and $22,228,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilhelmsen Ships Service
- EIN
- 76-0123280
- Plan number
- 002
- Plan type
- 2
- Location
- Pasadena, TX
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $22,228,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241114102545NAL0020221585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,228,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,228,491
- Net assets (BOY)
- $19,925,721
Income & contributions
- Employer contributions
- $796,224
- Participant contributions
- $927,953
- Total contributions
- $2,038,911
- Total income / additions
- $5,548,937
Expenses & distributions
- Benefits paid
- $3,200,552
- Administrative expenses
- $45,615
- Total expenses
- $3,246,167
- Net increase / (decrease)
- $2,302,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Fiduciary Advisors LLC | ADVISOR | $32,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,928 | $0 | 2023 |