Original filing (PDF)20250304105005NAL0013752530001

INTERNATIONAL LONGSHORE & WAREHOUSE UNION, LOCAL 13

Name: INTERNATIONAL LONGSHORE & WAREHOUSE UNION, LOCAL 13 — ILWU, LOCAL 13 RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: INTERNATIONAL LONGSHORE & WAREHOUSE UNION, LOCAL 13

Form 5500-SF

FILING_RECEIVED

ILWU, LOCAL 13 RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL LONGSHORE & WAREHOUSE UNION, LOCAL 13.

Plan sponsor

Name

INTERNATIONAL LONGSHORE & WAREHOUSE UNION, LOCAL 13

EIN

95-0866302

Address

630 CENTRE STREET · SAN PEDRO, CA · 90731

Phone

(310) 830-1130

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

STAGE DIRECTORS AND CHOREOGRAPHERS SOCIETY, INC.

STAGE DIRECTORS AND CHOREOGRAPHERS SOCIETY, INC. 401(K) PLAN

$1.2M · 18 participants

INTERNATIONAL ASSOCIATION OF F

INTERNATIONAL ASSOCIATION OF F 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 3 participants

HEAT & FROST INSULATORS LOCAL 64

HEAT & FROST INSULATORS LOCAL 64 401(K) PLAN

$1.3M · 29 participants

NYC LOCAL 246

NYC LOCAL 246 WELFARE FUND 401K PROFIT SHARING PLAN AND TRUST

$1.2M · 3 participants

BOARD OF TRUSTEES UNION DE TRONQUISTAS DE PUERTO RICO LOCAL 901