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Original filing (PDF)20250715113625NAL0001561027002
GEORGIA STEVEDORE ASSOC. INT'L LONGSHOREMEN'S ASSOC.
Form 5500
FILING_RECEIVED
GEORGIA STEVEDORE ASSOCIATION INTERNATIONAL LONGSHOREMEN'S ASSOCIATION PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
3,044
Accounts w/ balance
—
Plan assets (EOY)
$752.8M
Net assets (EOY)
$750.2M
How this plan invests
This plan
9 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — 580% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (15 disclosed providers, 5 categories).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGIA STEVEDORE ASSOC. INT'L LONGSHOREMEN'S ASSOC..
Plan sponsor
Name
GEORGIA STEVEDORE ASSOC. INT'L LONGSHOREMEN'S ASSOC.
EIN
58-6106340
Address
10 MERSEY WAY · SAVANNAH, GA · 31405
Phone
(912) 233-0218
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
SYMPHONA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | 42-1741646 | DETROIT, MI | CUSTODIAN | $103K | — |
Advisor / Consultant
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BNY MELLON | 25-6078093 | BOSTON, MA | INVESTMENT MANAGER | $377K | — |
| BOSTON PARTNERS GLOVAL INVESTORS | 98-0202744 | BOSTON, MA | INVESTMENT MANAGER | $370K | — |
| WILLIAM BLAIR | 27-6331814 | — | INVESTMENT MANAGER | $309K | — |
| SEGAL ADVISORS INC DBA SEGAL MARCO | 13-2646110 | NEW YORK, NY | INVESTMENT CONSULTANT | $225K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | BOSTON, MA | INVESTMENT MANAGER | $209K | — |
| SEGAL | 13-2619259 | ATLANTA, GA | ACTUARY AND CONSULTANT | $183K | — |
| JP MORGAN CHASE BANK, N.A. | 13-4994650 | — | INVESTMENT MANAGER | $125K | — |
| XPONANCE, INC. | 20-2103144 | DURHAM, NC | INVESTMENT MANAGER | $78K | — |
| NB PRIVATE DEBT FUND IV (A) LP | 85-3141248 | NEW YORK, NY | INVESTMENT MANAGER | $0 | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYMPHONA LLP | 58-2663273 | SAVANNAH, GA | AUDITOR | $95K | — |
| HOLLAND, BROMLEY, BARNHILL & BRETT | 58-1941470 | SAVANNAH, GA | ACCOUNTANT | $60K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIGNAULT & CARTER | 58-1310322 | POOLER, GA | CO-COUNSEL | $191K | — |
| ELLIS, PAINTER, RATTERREE & ADAMS | 58-1788955 | SAVANNAH, GA | CO-COUNSEL | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GSA-ILA MANAGER'S FUND | — | SAVANNAH, GA | AFFILIATED ADMIN FUND | $712K | — |
Investments
9 pooled funds· $308.9M(41% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM-M DB SL BROAD MARKET SIF BNY-MELLON · EIN 25-6078093 / PN 106 | Common Collective Trust | $87.1M | 11.6% |
| BNYM-M DB SL LARGE CAP GROWTH SIF BNY-MELLON · EIN 25-6078093 / PN 003 | Common Collective Trust | $60.0M | 8.0% |
| LOOMIS-NHIT WRLD CREDIT ASSET TRUST LOOMIS, SAYLES & COMPANY, LP · EIN 20-8080381 / PN 010 | Common Collective Trust | $43.1M | 5.7% |
| EB DIVERSIFIED DYNAMIC GROWTH FUND BNY-MELLON · EIN 25-6078093 / PN 166 | Common Collective Trust | $40.1M | 5.3% |
| LAZARD GLOBAL STRATEGIC EQUITY LAZARD WILMINGTON COLLECTIVE · EIN 38-4126257 / PN 561 | Common Collective Trust | $35.8M | 4.8% |
| WILLIAM BLAIR COLLECTIVE INV TRUST GLOBAL TRUST COMPANY · EIN 27-6631814 / PN 013 | Common Collective Trust | $32.3M | 4.3% |
| JPMCB SPECIAL SIT PROPERTY FUND JP MORGAN CHASE · EIN 13-3980309 / PN 001 | Common Collective Trust | $6.6M | 0.9% |
| BNYM-M DB SL SMALL CAP GROWTH SIF BNY-MELLON · EIN 25-6078093 / PN 179 | Common Collective Trust | $2.9M | 0.4% |
| EB US SMALL-MID CAP OPPORTUNISTIC BNY-MELLON · EIN 25-6078093 / PN 303 | Common Collective Trust | $856K | 0.1% |