Ilwu-Pma Pension Plan — Form 5500 plan (Trustees Of Ilwu-Pma Pension 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, Ilwu-Pma Pension Plan is a benefit plan reported by Trustees Of Ilwu-Pma Pension Plan under EIN 94-6068576 and plan number 001. The latest loaded filing year is 2023. The filing reports 25,197 participants and $9,710,883,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ilwu-Pma Pension Plan
- EIN
- 94-6068576
- Plan number
- 001
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 25,197
- End-of-year plan assets
- $9,710,883,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25,197 | H, C | 20250127174047NAL0024800130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,710,883,559
- Total liabilities (EOY)
- $52,028,037
- Net assets (EOY)
- $9,658,855,522
- Net assets (BOY)
- $8,647,697,926
Income & contributions
- Employer contributions
- $465,399,780
- Total contributions
- $465,399,780
- Total income / additions
- $1,500,913,423
Expenses & distributions
- Benefits paid
- $468,809,672
- Administrative expenses
- $20,946,155
- Total expenses
- $489,755,827
- Net increase / (decrease)
- $1,011,157,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| State Street Global Advisors | NONE | $2,987,801 | $0 | 2023 |
| Dodge & Cox | NONE | $2,413,976 | $0 | 2023 |
| Ilwu-Pma Benefit Plans (Salaries) | EMPLOYEES | $2,027,122 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates | NONE | $1,287,763 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $1,278,298 | $0 | 2023 |
| Ubs Realty Investors LLC | NONE | $1,171,921 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | NONE | $956,455 | $0 | 2023 |
| Prudential Prisa Ii | NONE | $876,211 | not reported in the loaded dataset | 2023 |
| Fixed Income Finance Pgim, Inc | NONE | $771,611 | not reported in the loaded dataset | 2023 |
| Ducenta Squared Asset Management | NONE | $595,988 | not reported in the loaded dataset | 2023 |
| State Street Corporation | NONE | $278,598 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $272,374 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $227,474 | not reported in the loaded dataset | 2023 |
| Pacific Maritime Association | EMPLOYER ASSOCIATION | $177,655 | not reported in the loaded dataset | 2023 |
| Leonard Carder, Llp | NONE | $172,258 | not reported in the loaded dataset | 2023 |
| Bush Gottlieb, A Law Corporation | NONE | $159,397 | not reported in the loaded dataset | 2023 |
| Union Bank | NONE | $70,112 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $37,838 | not reported in the loaded dataset | 2023 |
| Admail Express, Inc. | NONE | $11,630 | not reported in the loaded dataset | 2023 |
| The Souza Group | NONE | $9,976 | not reported in the loaded dataset | 2023 |
| Workcare | NONE | $5,717 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ilwu-Pma Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- State Street Global Advisors — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Ilwu-Pma Benefit Plans (Salaries) — Schedule C compensation
- Alan D. Biller & Associates — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Prudential Prisa Ii — Schedule C compensation
- Fixed Income Finance Pgim, Inc — Schedule C compensation
- Ducenta Squared Asset Management — Schedule C compensation
- State Street Corporation — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Pacific Maritime Association — Schedule C compensation
- Leonard Carder, Llp — Schedule C compensation
- Bush Gottlieb, A Law Corporation — Schedule C compensation
- Union Bank — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Admail Express, Inc. — Schedule C compensation
- The Souza Group — Schedule C compensation
- Workcare — Schedule C compensation