Journeymen & Apprentices Of Local 188 Pension Fund — Form 5500 plan (Trustees Of Journeymen & Apprentices Of Local 188 Pension 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 Pension Fund is a benefit plan reported by Trustees Of Journeymen & Apprentices Of Local 188 Pension Fund under EIN 58-6088292 and plan number 001. The latest loaded filing year is 2023. The filing reports 694 participants and $86,976,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Journeymen & Apprentices Of Local 188 Pension Fund
- EIN
- 58-6088292
- Plan number
- 001
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 694
- End-of-year plan assets
- $86,976,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 694 | H, C | 20250226140218NAL0001042113004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,976,558
- Total liabilities (EOY)
- $42,333
- Net assets (EOY)
- $86,934,225
- Net assets (BOY)
- $81,196,261
Income & contributions
- Employer contributions
- $3,326,461
- Total contributions
- $3,326,461
- Total income / additions
- $10,874,097
Expenses & distributions
- Benefits paid
- $4,658,838
- Administrative expenses
- $477,295
- Total expenses
- $5,136,133
- Net increase / (decrease)
- $5,737,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Actuarial Services LLC | NONE | $84,895 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $64,974 | not reported in the loaded dataset | 2023 |
| Plumbers & Pipefitters U.A. L. 188 | RELATED LOCAL UNION | $49,001 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard & Ca | NONE | $44,654 | not reported in the loaded dataset | 2023 |
| Nat'L Employee Benefits Administrat | NONE | $41,529 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | NONE | $25,254 | $0 | 2023 |
| Jpmorgan Chase Bank, Na | NONE | $20,902 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $20,300 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $13,243 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $12,720 | not reported in the loaded dataset | 2023 |
| Christopher Johnson | TRUSTEE | $9,580 | not reported in the loaded dataset | 2023 |
| Barry Zeigler | TRUSTEE | $7,698 | not reported in the loaded dataset | 2023 |
| Perry Banks | TRUSTEE | $7,674 | not reported in the loaded dataset | 2023 |
| Dan Macmillan | TRUSTEE | $7,207 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Journeymen & Apprentices Of Local 188 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Horizon Actuarial Services LLC — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Plumbers & Pipefitters U.A. L. 188 — Schedule C compensation
- Robein, Urann, Spencer, Picard & Ca — Schedule C compensation
- Nat'L Employee Benefits Administrat — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Jpmorgan Chase Bank, Na — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Christopher Johnson — Schedule C compensation
- Barry Zeigler — Schedule C compensation
- Perry Banks — Schedule C compensation
- Dan Macmillan — Schedule C compensation