Southwest Marine Pension Trust — Form 5500 plan (Board Of Trustees, Southwest Marine Pension Trust)
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, Southwest Marine Pension Trust is a benefit plan reported by Board Of Trustees, Southwest Marine Pension Trust under EIN 95-6123404 and plan number 001. The latest loaded filing year is 2023. The filing reports 488 participants and $51,274,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southwest Marine Pension Trust
- EIN
- 95-6123404
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 488
- End-of-year plan assets
- $51,274,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 488 | H, C | 20241015152513NAL0014961539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,274,409
- Total liabilities (EOY)
- $7,594,462
- Net assets (EOY)
- $43,679,947
- Net assets (BOY)
- $38,939,322
Income & contributions
- Employer contributions
- $2,208,460
- Total contributions
- $2,208,460
- Total income / additions
- $8,511,421
Expenses & distributions
- Benefits paid
- $3,474,190
- Administrative expenses
- $296,606
- Total expenses
- $3,770,796
- Net increase / (decrease)
- $4,740,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $87,510 | not reported in the loaded dataset | 2023 |
| Vanguard Advisors | NONE | $66,545 | $0 | 2023 |
| Milliman | NONE | $48,183 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $21,400 | not reported in the loaded dataset | 2023 |
| Brownstein Rask | NONE | $17,976 | not reported in the loaded dataset | 2023 |
| U.S. Bank Na | NONE | $8,415 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southwest Marine Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Programs Administration — Schedule C compensation
- Vanguard Advisors — Schedule C compensation
- Milliman — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Brownstein Rask — Schedule C compensation
- U.S. Bank Na — Schedule C compensation