# Intl Longshore & Warehouse Union DB Plan
Source: https://planprovider.pro/companies/intl-longshore-warehouse-union-plan

> Intl Longshore & Warehouse Union's DB plan: 45 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intl Longshore & Warehouse Union

- **Sponsor EIN:** 940577594

- **Sponsor Address:** 1188 FRANKLIN ST, SAN FRANCISCO, CA, 941096800

- **Plan Type:** DB

- **Total Participants:** 45

- **Total Assets:** $36.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|45|$36.5M|$2.2M|$0|

| 2023|52|$34.4M|$1.7M|$0|

| 2022|54|$31.7M|$2.5M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WITHUMSMITH+BROWN, PC|Auditor|$12,792|—|$12,792|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,792

- **Estimated Expense Ratio:** 0.035% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$173,123|$29,449|$76,827|$12,792|—|

| 2023|$229,226|$13,978|$87,029|$12,775|—|

| 2022|$231,702|$21,364|$73,572|—|$40,040|

## Similar Plans

- [International Longshore And Warehouse Union](https://planprovider.pro/companies/international-longshore-and-warehouse-union-401k-plan) — 48 participants

- [United Food And Commercial Workers Union Local 1167](https://planprovider.pro/companies/united-food-and-commercial-workers-union-local-1167-plan) — 40 participants

- [Board Of Trustees, Los Angeles County Federation Of](https://planprovider.pro/companies/board-of-trustees-los-angeles-county-federation-of-plan) — 18 participants

- [Board Of Trustees, California Labor Federation Afl-Cio](https://planprovider.pro/companies/board-of-trustees-california-labor-federation-afl-cio-plan) — 15 participants

- [California Alliance For Jobs](https://planprovider.pro/companies/california-alliance-for-jobs-401k-plan) — 4 participants

- [Uaw Local 509](https://planprovider.pro/companies/uaw-local-509-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/intl-longshore-warehouse-union-plan)

© 2026 PlanProvider.Pro