Journeymen & Apprentices Of Local 188 Annuity Fund — Form 5500 plan (Trustees Of Journeymen & Apprentices Of Local 188 Annuity Fund)
Plain-English plan 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, Journeymen & Apprentices Of Local 188 Annuity Fund is a benefit plan reported by Trustees Of Journeymen & Apprentices Of Local 188 Annuity Fund under EIN 20-5337584 and plan number 001. The latest loaded filing year is 2023. The filing reports 624 participants and $14,454,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Journeymen & Apprentices Of Local 188 Annuity Fund
- EIN
- 20-5337584
- Plan number
- 001
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $14,454,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20250226140218NAL0001042113002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,454,594
- Total liabilities (EOY)
- $5,128
- Net assets (EOY)
- $14,449,466
- Net assets (BOY)
- $11,784,508
Income & contributions
- Employer contributions
- $1,522,077
- Total contributions
- $1,522,077
- Total income / additions
- $3,105,280
Expenses & distributions
- Benefits paid
- $313,310
- Administrative expenses
- $127,012
- Total expenses
- $440,322
- Net increase / (decrease)
- $2,664,958
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Trust Company | RECORDKEEPER | $41,251 | $0 | 2023 |
| Nat'L Employee Benefits Admin. Inc. | NONE | $34,608 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard & Ca | NONE | $14,503 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $11,880 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Journeymen & Apprentices Of Local 188 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- John Hancock Trust Company — Schedule C compensation
- Nat'L Employee Benefits Admin. Inc. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Robein, Urann, Spencer, Picard & Ca — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation