Retirement plan

INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO SOUTH EAST FLORIDA PORTS DEFINED CONTRIBUTION PLAN

Name: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION - INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO SOUTH EAST FLORIDA PORTS DEFINED CONTRIBUTION PLAN (2025) Form 5500
Creator: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO SOUTH EAST FLORIDA PORTS DEFINED CONTRIBUTION PLAN, INTERNATIONAL LONGSHOREMEN'S ASSOCIATION

INTERNATIONAL LONGSHOREMEN'S ASSOCIATIONEIN 65-0501004Plan #002PY 2025

2475 HOLLYWOOD BLVD - HOLLYWOOD, FL 33020305-377-3777LinkedIn1-10 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$68.9M

+62.4% from 2024

Total participants

2,466

+23.7% from 2024

Average account balance

$27,925

+31.3% from 2024

Annual return

24.41%

+4.17 pp from 2024

Benchmarks

See 42 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants1,000-4,999

Cohort42 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$68.86M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

Not enough data

1 years with per-participant data

Participants with account balance

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

2,466

Not enough data

1 years with headcount on file

Eligible Participants and Participation

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

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18.84M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+24.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$225

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY4 years Service code 15 · EIN 01-0233346	Recordkeeping	$155,429
SUGARMAN & SUSSKIND PA5 years Service code 29 · EIN 59-2539792	Legal	$87,392
ARTY COHN & FEUER LC10+ years Service code 10 · EIN 59-0718930	Accounting	$39,659

Plan features & details

Pension benefit codes2E2F2G2T2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$554K

$231 / participant

Investment mgmt$63K11.4%
Legal$87K15.8%
Salaries / allowances$71K12.9%
Contract admin$155K28.0%
Other / not subdivided$177K31.9%

% of EOY assets

0.805%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ARTY COHN & FEUER LC
Auditor EIN: 650718930
Audit fees: $30,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,925

$107,624-74.1%

$76,735-63.6%

$103,975-73.1%

Participation rate

100.0%

70.3%+29.7pp

69.5%+30.5pp

72.5%+27.5pp

Annual return

24.41%

17.70%+6.7pp

29.77%-5.4pp

19.41%+5.0pp

Employer contribution / active EE

$6,760

$4,589+47.3%

$2,454+175.5%

$3,722+81.6%

Participant deferral / active EE

$1,088

$4,279-74.6%

$4,088-73.4%

$5,343-79.6%

Admin fee / account holder

$225

$271-16.9%

$7,189-96.9%

$332-32.4%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY4 years

Service code 15 · EIN 01-0233346

Recordkeeping

$155,429

SUGARMAN & SUSSKIND PA5 years

Service code 29 · EIN 59-2539792

Legal

$87,392

ARTY COHN & FEUER LC10+ years

Service code 10 · EIN 59-0718930

Accounting

$39,659

INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO SOUTH EAST FLORIDA PORTS DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL LONGSHOREMEN'S ASSOCIATION, AFL-CIO SOUTH EAST FLORIDA PORTS DEFINED CONTRIBUTION 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