Amalgamated Pension-Disability Plan — Form 5500 plan (Jax Transit Management Corp.)
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, Amalgamated Pension-Disability Plan is a benefit plan reported by Jax Transit Management Corp. under EIN 59-3041602 and plan number 004. The latest loaded filing year is 2023. The filing reports 803 participants and $63,203,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jax Transit Management Corp.
- EIN
- 59-3041602
- Plan number
- 004
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 803
- End-of-year plan assets
- $63,203,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 803 | H, C | 20250406174720NAL0025045248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,203,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,203,349
- Net assets (BOY)
- $55,941,914
Income & contributions
- Employer contributions
- $3,900,906
- Participant contributions
- $246,709
- Total contributions
- $4,147,615
- Total income / additions
- $10,971,241
Expenses & distributions
- Benefits paid
- $3,190,717
- Administrative expenses
- $519,089
- Total expenses
- $3,709,806
- Net increase / (decrease)
- $7,261,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Benefit Consultants, LLC | not reported in the loaded dataset | $238,958 | not reported in the loaded dataset | 2023 |
| Raymond James | not reported in the loaded dataset | $144,611 | $0 | 2023 |
| Gray Robinson | not reported in the loaded dataset | $80,986 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | not reported in the loaded dataset | $27,484 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jax Transit Management Corp.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Capital Benefit Consultants, LLC — Schedule C compensation
- Raymond James — Schedule C compensation
- Gray Robinson — Schedule C compensation
- Reliance Trust Company — Schedule C compensation