Plan5500

2023 Form 5500 filing — United Association Of Journeymen & Apprentice Annuity Trust Fund

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 20241025101257NAL0000036659001) for United Association Of Journeymen & Apprentice Annuity Trust Fund, reported by United Assn Of Journeymen & Apprnc Local 198 Afl-Cio Annuity Trust Fun under EIN 72-6205444 and plan number 001. It reports 3,054 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241025101257NAL0000036659001
Filing year
2023
Form type
1
Plan sponsor
United Assn Of Journeymen & Apprnc Local 198 Afl-Cio Annuity Trust Fun
EIN
72-6205444
Plan number
001
Location
Jacksonville, FL
Participants
3,054
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$24,076,097
Total liabilities (EOY)
$5,783
Net assets (EOY)
$24,070,314
Employer contributions
$2,242,048
Participant contributions
$91,979
Total income / additions
$5,038,504
Benefits paid
$2,215,318
Administrative expenses
$247,758
Total expenses
$2,463,076
Net increase / (decrease)
$2,575,428
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Milliman IncNONE$117,677not reported in the loaded dataset
Nat'L Employee Benefits AdministraNONE$47,349not reported in the loaded dataset
Duplantier, Hrapmann, Hogan & MaherNONE$28,968not reported in the loaded dataset
Robein Urann Spencer Picard & CangeNONE$21,451not reported in the loaded dataset
Investment Consulting Services, LLCNONE$12,750not reported in the loaded dataset

Related Form 5500 pages