United Asso Journeymen & Apprnc Pension Fund — Form 5500 plan (United Assn Of Journeymen & Apprentice Local 198 Afl-Cio 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, United Asso Journeymen & Apprnc Pension Fund is a benefit plan reported by United Assn Of Journeymen & Apprentice Local 198 Afl-Cio Pension Fund under EIN 72-6029984 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,858 participants and $202,080,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Assn Of Journeymen & Apprentice Local 198 Afl-Cio Pension Fund
- EIN
- 72-6029984
- Plan number
- 001
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 3,858
- End-of-year plan assets
- $202,080,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,858 | H, C | 20250617113935NAL0001785201002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $202,080,044
- Total liabilities (EOY)
- $1,816,195
- Net assets (EOY)
- $200,263,849
- Net assets (BOY)
- $191,951,964
Income & contributions
- Employer contributions
- $5,911,324
- Total contributions
- $11,174,661
- Total income / additions
- $38,468,688
Expenses & distributions
- Benefits paid
- $28,941,360
- Administrative expenses
- $1,215,443
- Total expenses
- $30,156,803
- Net increase / (decrease)
- $8,311,885
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefits Administ | CONTRACT ADMINISTRATOR | $327,745 | not reported in the loaded dataset | 2023 |
| Duplantier, Hrapmann, Hogan & Maher | AUDITOR | $125,562 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services | INVESTMENT MANAGER | $92,500 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | ACTUARY | $80,773 | not reported in the loaded dataset | 2023 |
| National Investment Services Of Ame | INVESTMENT MANAGER | $58,077 | not reported in the loaded dataset | 2023 |
| Seix Investment Advisors | INVESTMENT MANAGER | $56,135 | not reported in the loaded dataset | 2023 |
| Robein Urann Spencer Picard & Cange | ATTORNEY | $43,167 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | CUSTODIAN | $42,724 | $0 | 2023 |
| Bridgeway Benefit Technologies | COMPUTER CONSULTANTS | $19,027 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | INVESTMENT MANAGER | $18,091 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisers | INVESTMENT MANAGER | $6,599 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Assn Of Journeymen & Apprentice Local 198 Afl-Cio Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- National Employee Benefits Administ — Schedule C compensation
- Duplantier, Hrapmann, Hogan & Maher — Schedule C compensation
- Investment Consulting Services — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- National Investment Services Of Ame — Schedule C compensation
- Seix Investment Advisors — Schedule C compensation
- Robein Urann Spencer Picard & Cange — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Rhumbline Advisers — Schedule C compensation