2023 Form 5500 filing — United Asso Journeymen & Apprnc Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250617113935NAL0001785201002) for United Asso Journeymen & Apprnc Pension Fund, reported by United Assn Of Journeymen & Apprentice Local 198 Afl-Cio Pension Fund under EIN 72-6029984 and plan number 001. It reports 3,858 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250617113935NAL0001785201002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Assn Of Journeymen & Apprentice Local 198 Afl-Cio Pension Fund
- EIN
- 72-6029984
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 3,858
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $202,080,044
- Total liabilities (EOY)
- $1,816,195
- Net assets (EOY)
- $200,263,849
- Employer contributions
- $5,911,324
- Total income / additions
- $38,468,688
- Benefits paid
- $28,941,360
- Administrative expenses
- $1,215,443
- Total expenses
- $30,156,803
- Net increase / (decrease)
- $8,311,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefits Administ | CONTRACT ADMINISTRATOR | $327,745 | not reported in the loaded dataset |
| Duplantier, Hrapmann, Hogan & Maher | AUDITOR | $125,562 | not reported in the loaded dataset |
| Investment Consulting Services | INVESTMENT MANAGER | $92,500 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | ACTUARY | $80,773 | not reported in the loaded dataset |
| National Investment Services Of Ame | INVESTMENT MANAGER | $58,077 | not reported in the loaded dataset |
| Seix Investment Advisors | INVESTMENT MANAGER | $56,135 | not reported in the loaded dataset |
| Robein Urann Spencer Picard & Cange | ATTORNEY | $43,167 | not reported in the loaded dataset |
| U.S. Bank National Association | CUSTODIAN | $42,724 | $0 |
| Bridgeway Benefit Technologies | COMPUTER CONSULTANTS | $19,027 | not reported in the loaded dataset |
| The Bank Of New York Mellon | INVESTMENT MANAGER | $18,091 | not reported in the loaded dataset |
| Rhumbline Advisers | INVESTMENT MANAGER | $6,599 | not reported in the loaded dataset |