Original filing (PDF)20250715151319NAL0002350337002

BOARD OF TRUSTEE M.S.S.A.-I.L.A. PENSION PLAN

Name: BOARD OF TRUSTEE M.S.S.A.-I.L.A. PENSION PLAN — M.S.S.A.-I.L.A. PENSION PLAN, Form 5500 (2023)
Creator: BOARD OF TRUSTEE M.S.S.A.-I.L.A. PENSION PLAN

Form 5500

FILING_RECEIVED

M.S.S.A.-I.L.A. PENSION PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed10 service providers

Active participants

266

Accounts w/ balance

—

Plan assets (EOY)

$59.1M

Net assets (EOY)

$58.9M

How this plan invests

This plan

2 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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEE M.S.S.A.-I.L.A. PENSION PLAN.

Plan sponsor

Name

BOARD OF TRUSTEE M.S.S.A.-I.L.A. PENSION PLAN

EIN

63-0785888

Address

PO BOX 2332 · MOBILE, AL · 366522332

Phone

(251) 432-5588

Industry

Finance & Insurancesee all

Plan administrator

Name

BOARD OF TRUSTEES M.S.S.A.-I.L.A. PENSION PLAN

EIN

63-0685888

City

MOBILE, AL

Phone

(251) 432-5588

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

THE KBA GROUP, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
HS&BA	—	DUBLIN, CA	NONE	$72K	—
KAYNE ANDERSON RUDNICK	95-4575414	LOS ANGELES, CA	NONE	$48K	—
CONSEQUENT CAPITAL MANAGEMENT	81-2920277	ATLANTA, GA	NONE	$20K	—
TANIA WILLIAMS-JORDAN	63-0785888	MOBILE, AL	EE OF PLAN	$17K	—
REGIONS BANK	63-0371391	MOBILE, AL	NONE	$16K	—
NCM CAPITAL MANAGEMENT GROUP

Investments

2 pooled funds· $24.4M(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
AFL-CIO EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 001	Common Collective Trust	$15.1M	25.6%
RHUMBLINE S&P MID CAP 400 POOLED RHUMBLINE ADVISORS CORP · EIN 04-3345692 / PN 001	Common Collective Trust	$9.3M	15.7%

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