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Original filing (PDF)20251014162309NAL0003395585001
TIDEWATER INC.
Form 5500
FILING_RECEIVED
TIDEWATER PENSION PLAN
Defined-benefit pension plan
Signals · 1
~120 bps in Sched C fees
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$30.6M
Net assets (EOY)
$30.6M
How this plan invests
This plan
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 120 bps in Schedule C fees — 315% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIDEWATER INC..
Plan sponsor
Name
TIDEWATER INC.
EIN
72-0487776
Address
842 W SAM HOUSTON PKWY N, SUITE 400 · HOUSTON, TX · 77024
Phone
(504) 568-1010
Industry
Transportation & Warehousingsee all
Plan administrator
Name
TIDEWATER INC. EMPLOYEE BENEFITS COMMITTEE
EIN
72-0848794
City
HOUSTON, TX
Phone
(504) 568-1010
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAVITER WEALTH LLC | — | LITTLE ROCK, AR | NONE | $153K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $150K | — |
| DOLAN MCENIRY | — | CHICAGO, IL | NONE | $26K | — |
| HANCOCK WHITNEY BANK | 64-0169065 | — | NONE | $25K | — |
| ONEDIGITAL | 82-1434504 | — | NONE | $14K | — |
Investments
58 direct securities· $29.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares MSCI ACWI | — | — | $5.6M | $7.4M | 24.3% | |
| Air U.S. Life Fund II QP, LP | — | — | $2.6M | $2.6M | 8.6% | |
| Primark Private Equity - II | — | — | $2.1M | $2.5M | 8.3% | |
| Carlyle Tactical | — | — | $2.2M | $2.2M | 7.2% | |
| Alerian MLP | — | — | $1.2M | $1.6M | 5.1% | |
| Ares Capital Corp | — | — | $1.4M | $1.6M | 5.1% | |
| iShares TR DJ US Real Estate | — | — | $1.3M | $1.1M | 3.6% | |
| Goldman Sachs Government Fund | — | — | $734K | $734K | 2.4% | |
| Litman Gregory IMGP DBI MGD | — | — | $766K | $589K | 1.9% | |
| SBA | — | — | $276K | $283K | 0.9% | |
| Transdigm, Inc | — | — | $273K | $281K | 0.9% | |
| Encompass Health Corp | — | — | $269K | $281K | 0.9% | |
| Boyd Gaming Corp | — | — | $275K | $277K | 0.9% | |
| Service Corp International | — | — | $278K | $276K | 0.9% | |
| Berry Global Inc | — | — | $251K | $266K | 0.9% | |
| BAT Capital Corp | — | — | $256K | $258K | 0.8% | |
| Block Financial | — | — | $252K | $257K | 0.8% | |
| Fortune Brands Innovations Inc | — | — | $250K | $257K | 0.8% | |
| Molson Coors Beverage Co B | — | — | $250K | $254K | 0.8% | |
| American Tower Corp | — | — | $251K | $253K | 0.8% | |
| Broadcom Inc | — | — | $238K | $252K | 0.8% | |
| Zimmer Biomet Holdings Inc | — | — | $248K | $250K | 0.8% | |
| Steel Dynamics Inc | — | — | $250K | $249K | 0.8% | |
| CDW LLC / CDW Finance Corp | — | — | $242K | $249K | 0.8% | |
| Willis North America | — | — | $250K | $248K | 0.8% | |
| HP Inc | — | — | $250K | $248K | 0.8% | |
| Qorvo Inc | — | — | $249K | $248K | 0.8% | |
| Oracle Corp | — | — | $241K | $247K | 0.8% | |
| Microchip Technology | — | — | $246K | $247K | 0.8% | |
| Motorola Solutions Inc | — | — | $243K | $247K | 0.8% | |
| Westinghouse Air Brake Technologies Corporation | — | — | $241K | $244K | 0.8% | |
| Verizon Communications | — | — | $241K | $243K | 0.8% | |
| Conagra Brands, Inc | — | — | $242K | $243K | 0.8% | |
| Altria Group Inc SNR PIDI NTS | — | — | $244K | $241K | 0.8% | |
| AT&T Inc | — | — | $247K | $241K | 0.8% | |
| HCA Inc | — | — | $246K | $240K | 0.8% | |
| United Rentals 4.875% | — | — | — | $216K | 0.7% | |
| Warner Media Holdings Inc | — | — | $214K | $213K | 0.7% | |
| Carlisle Companies Inc. | — | — | $210K | $213K | 0.7% | |
| Philip Morris INTL Corp | — | — | $211K | $211K | 0.7% | |
| LKQ Corp | — | — | $211K | $210K | 0.7% | |
| Olin Corp | — | — | $200K | $193K | 0.6% | |
| Flx Ltd 4.875% | — | — | — | $185K | 0.6% | |
| Genuine Parts Co Com 6.875% | — | — | — | $161K | 0.5% | |
| IQVIA Inc | — | — | $146K | $142K | 0.5% | |
| Expedia Group Inc SNR NTS | — | — | $130K | $136K | 0.4% | |
| Dicks Sporting Goods Inc | — | — | $124K | $133K | 0.4% | |
| Tenet | — | — | $94K | $93K | 0.3% | |
| Yum Brands Inc | — | — | $87K | $84K | 0.3% | |
| Expedia Group Inc | — | — | $72K | $77K | 0.3% | |
| Quanta Services Inc | — | — | $72K | $70K | 0.2% | |
| United Rentals 4% | — | — | — | $68K | 0.2% | |
| Teledyne Technologies Inc | — | — | $47K | $47K | 0.2% | |
| Crown Castle, Inc | — | — | $45K | $44K | 0.1% | |
| Marriot International | — | — | $43K | $43K | 0.1% | |
| Genuine Parts Co Com 6.5% | — | — | — | $31K | 0.1% | |
| Flx Ltd 6% | — | — | — | $31K | <0.1% | |
| Fiserv Inc Com | — | — | $30K | $30K | <0.1% |
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