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Original filing (PDF)20250715143800NAL0003150992004
MSSA-ILA SUPPLEMENTAL PLAN
Form 5500
FILING_RECEIVED
M.S.S.A.-I.L.A. SUPPLEMENTAL BENEFIT PLAN
Health & welfare plan
Signals · 3
~167 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
388
Accounts w/ balance
—
Plan assets (EOY)
$10.8M
Net assets (EOY)
-$660K
Plan health score (directional)
84
/ 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
80
Participation health
100
Knocking points off
- 167 bps in Schedule C fees — 475% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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 MSSA-ILA SUPPLEMENTAL PLAN.
Plan sponsor
Name
MSSA-ILA SUPPLEMENTAL PLAN
EIN
63-6084609
Address
PO BOX 2332 · MOBILE, AL · 366522332
Phone
(251) 432-5588
Industry
Finance & Insurancesee all
Plan administrator
Name
BOARD OF TRUSTEES OF THE M.S.S.A. -I.L.A. SUPPLEMENTAL PLAN
EIN
63-6084609
City
MOBILE, AL
Phone
(251) 432-5588
Plan characteristics
Plan number
503
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
THE KBA GROUP, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HS&BA | — | DUBLIN, CA | NONE | $78K | — |
| JAMES BELL | 63-6084609 | MOBILE, AL | EE OF PLAN | $19K | — |
| STEVE SPARKS | 63-6084609 | MOBILE, AL | EE OF PLAN | $19K | — |
| JASON HUDSON | 63-6084609 | MOBILE, AL | EE OF PLAN | $19K | — |
| FRANK HARVEY, JR | 63-6084609 | MOBILE, AL | EE OF PLAN | $19K | — |
| TANIA WILLIAMS-JORDAN | 63-0785888 | MOBILE, AL | EE OF PLAN | $13K | — |
| WILLIG WILLIAMS & DAVIDSON | — | PHILADELPHIA, PA | NONE | $7K | — |
| LOPER LAW, LLC | — | MOBILE, AL | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.