Pension Plan For Officers & Professional Staff Of Intl Longshore & Warehouse Union — Form 5500 plan (Intl Longshore & 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, Pension Plan For Officers & Professional Staff Of Intl Longshore & Warehouse Union is a benefit plan reported by Intl Longshore & Warehouse Union under EIN 94-0577594 and plan number 333. The latest loaded filing year is 2023. The filing reports 143 participants and $34,389,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intl Longshore & Warehouse Union
- EIN
- 94-0577594
- Plan number
- 333
- Plan type
- 3
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $34,389,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241009145159NAL0019471905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,389,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,389,483
- Net assets (BOY)
- $31,717,025
Income & contributions
- Employer contributions
- $1,715,706
- Total contributions
- $1,715,706
- Total income / additions
- $4,917,897
Expenses & distributions
- Benefits paid
- $2,016,213
- Administrative expenses
- $229,226
- Total expenses
- $2,245,439
- Net increase / (decrease)
- $2,672,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,829 | $0 | 2023 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $17,202 | not reported in the loaded dataset | 2023 |
| Advanced Consulting Grp | ACCOUNTANT | $12,914 | not reported in the loaded dataset | 2023 |
| Withumsmith Brown, Pc | ACCOUNTANT | $11,900 | not reported in the loaded dataset | 2023 |
| Leonard Carder,Llp | LEGAL | $6,923 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intl Longshore & Warehouse Union
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Principal Life Insurance Company — Schedule C compensation
- Principal Global Investors, LLC — Schedule C compensation
- Advanced Consulting Grp — Schedule C compensation
- Withumsmith Brown, Pc — Schedule C compensation
- Leonard Carder,Llp — Schedule C compensation