Retirement plan

INTERNATIONAL SHIPHOLDING CORPORATION RETIREMENT PLAN

Name: INTERNATIONAL SHIPHOLDING CORPORATION - INTERNATIONAL SHIPHOLDING CORPORATION RETIREMENT PLAN (2025) Form 5500
Creator: INTERNATIONAL SHIPHOLDING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL SHIPHOLDING CORPORATION RETIREMENT PLAN, INTERNATIONAL SHIPHOLDING CORPORATION

INTERNATIONAL SHIPHOLDING CORPORATIONEIN 36-2989662Plan #001PY 2025

PO BOX 13038 - FT LAUDERDALE, FL 333160101954-523-2200intship.comLinkedIn201-500 employeesmaritime

Prospect flagsRecently cancelled planWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2024

Total participants

-100.0% from 2024

Average account balance

No prior year

Annual return

0.29%

+0.65 pp from 2024

Benchmarks

See 64 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined benefit

Participants<25

Cohort64 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$302K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.29%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY9 years Service code 13 · EIN 42-0127290	Contract Administrator	$95,252
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 27 · EIN 13-3180631	Advisory (Plan)	$39,735
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624	Advisory (Plan)	$35,000
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 29 · EIN 43-1807084	Legal	$6,450

Plan features & details

Pension benefit codes1A1C1H1I3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1H
PBGC terminated and closed out plan
Plan covered by PBGC that was terminated and closed out for PBGC purposes (standard or distress termination with distribution of plan assets or trustee appointed under ERISA section 4042).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$176K

Investment mgmt$75K42.4%
Legal$6K3.7%
Contract admin$95K54.0%

% of EOY assets

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BERKOWITZ POLLACK BRANT
Auditor EIN: 592742314
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$380,063-100.0%

Participation rate

0.0%

27.7%-27.7pp

0.0%0pp

27.7%-27.7pp

Annual return

0.29%

22.00%-21.7pp

31.38%-31.1pp

15.59%-15.3pp

Employer contribution / active EE

$21,693-100.0%

$24,632-100.0%

$33,256-100.0%

Participant deferral / active EE

$199-100.0%

$181-100.0%

$83-100.0%

Admin fee / account holder

$21,009-100.0%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY9 years

Service code 13 · EIN 42-0127290

Contract Administrator

$95,252

COLUMBIA1 year

Filed as: COLUMBIA MANAGEMENT

Service code 27 · EIN 13-3180631

Advisory (Plan)

$39,735

CREATIVE PLANNING LLC1 year

Filed as: CREATIVE PLANNING

Service code 27 · EIN 84-4519624

Advisory (Plan)

$35,000

CREATIVE PLANNING LLC1 year

Filed as: CREATIVE PLANNING, INC

Service code 29 · EIN 43-1807084

Legal

$6,450

INTERNATIONAL SHIPHOLDING CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL SHIPHOLDING CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion