2023 Form 5500 filing — Jacksonville Zoo Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723153455NAL0024896866001) for Jacksonville Zoo Retirement Plan, reported by Jacksonville Zoological Society, Inc. under EIN 59-1319010 and plan number 002. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723153455NAL0024896866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jacksonville Zoological Society, Inc.
- EIN
- 59-1319010
- Plan number
- 002
- Location
- Jacksonville, FL
- Participants
- 442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,599,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,599,360
- Employer contributions
- $232,819
- Participant contributions
- $891,463
- Total income / additions
- $2,760,995
- Benefits paid
- $758,484
- Administrative expenses
- $68,480
- Total expenses
- $827,654
- Net increase / (decrease)
- $1,933,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,053 | $0 |
| Mai Capital Management, LLC | INVESTMENT ADVISORY | $0 | $23,253 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |