Jacksonville Maritime Association / International Longshoremen'S Association Welfare Plan — Form 5500 plan (Bot International Longshoremen'S Welfare & Pension Administration)
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, Jacksonville Maritime Association / International Longshoremen'S Association Welfare Plan is a benefit plan reported by Bot International Longshoremen'S Welfare & Pension Administration under EIN 59-0834277 and plan number 501. The latest loaded filing year is 2023. The filing reports 823 participants and $3,131,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot International Longshoremen'S Welfare & Pension Administration
- EIN
- 59-0834277
- Plan number
- 501
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 823
- End-of-year plan assets
- $3,131,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 823 | H, C | 20250715161542NAL0002433601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,131,151
- Total liabilities (EOY)
- $1,117,826
- Net assets (EOY)
- $2,013,325
- Net assets (BOY)
- $2,020,492
Income & contributions
- Employer contributions
- $6,104,749
- Total contributions
- $6,104,749
- Total income / additions
- $6,675,330
Expenses & distributions
- Benefits paid
- $5,776,514
- Administrative expenses
- $905,983
- Total expenses
- $6,682,497
- Net increase / (decrease)
- -$7,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthony L Roundtree | NONE | $220,052 | not reported in the loaded dataset | 2023 |
| Erwin Lax | NONE | $191,000 | not reported in the loaded dataset | 2023 |
| Lorraine Williams | NONE | $120,121 | not reported in the loaded dataset | 2023 |
| Cynthia Powell | NONE | $98,336 | not reported in the loaded dataset | 2023 |
| Toyer T Dorsey | NONE | $90,254 | not reported in the loaded dataset | 2023 |
| Charo Simpson | NONE | $61,769 | not reported in the loaded dataset | 2023 |
| Terrie Y Jacho-Swanigan | NONE | $55,439 | not reported in the loaded dataset | 2023 |
| Venture Pointe | NONE | $51,461 | not reported in the loaded dataset | 2023 |
| Moseley, Prichard, Parrish, Knight | NONE | $48,655 | not reported in the loaded dataset | 2023 |
| Geogrametrix Inc | NONE | $47,890 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $46,982 | not reported in the loaded dataset | 2023 |
| Wynetta Mcgraw | NONE | $37,296 | not reported in the loaded dataset | 2023 |
| The Lambos Firm | NONE | $18,017 | not reported in the loaded dataset | 2023 |
| Smith, Gambrell & Russell, Llp | NONE | $10,750 | not reported in the loaded dataset | 2023 |
| Elan Financial Services | NONE | $5,870 | not reported in the loaded dataset | 2023 |
| Pension Board Consultants | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot International Longshoremen'S Welfare & Pension Administration
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Anthony L Roundtree — Schedule C compensation
- Erwin Lax — Schedule C compensation
- Lorraine Williams — Schedule C compensation
- Cynthia Powell — Schedule C compensation
- Toyer T Dorsey — Schedule C compensation
- Charo Simpson — Schedule C compensation
- Terrie Y Jacho-Swanigan — Schedule C compensation
- Venture Pointe — Schedule C compensation
- Moseley, Prichard, Parrish, Knight — Schedule C compensation
- Geogrametrix Inc — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Wynetta Mcgraw — Schedule C compensation
- The Lambos Firm — Schedule C compensation
- Smith, Gambrell & Russell, Llp — Schedule C compensation
- Elan Financial Services — Schedule C compensation
- Pension Board Consultants — Schedule C compensation