Ilwu 401(K) Savings Plan — Form 5500 plan (International Longshore And Warehouse Union)

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, Ilwu 401(K) Savings Plan is a benefit plan reported by International Longshore And Warehouse Union under EIN 94-0577594 and plan number 004. The latest loaded filing year is 2023. The filing reports 59 participants and $7,823,025 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.8MPlan net assets, end of year$7,823,025
Participants59Covered participants reported
Assets / participant$132.6KComputed: assets ÷ participants$132,594 (computed)
Provider compensationNone reported
Plan sponsor
International Longshore And Warehouse Union
EIN
94-0577594
Plan number
004
Plan type
3
Location
San Francisco, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202359I20241002154034NAL0017768706001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$40K
Benefits paid / distributions$39.8K
Contributions
Employer$185.8K
Participant$367.6K
Full reported line items

Net assets

Total assets (EOY)
$7,823,025
Total liabilities (EOY)
$0
Net assets (EOY)
$7,823,025
Net assets (BOY)
$6,394,302

Income & contributions

Employer contributions
$185,835
Participant contributions
$367,645
Total income / additions
$1,468,679

Expenses & distributions

Benefits paid
$39,756
Administrative expenses
$200
Total expenses
$39,956
Net increase / (decrease)
$1,428,723
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages