2023 Form 5500 filing — Journeymen & Apprentices Of Local 188 Annuity 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 20250226140218NAL0001042113002) for Journeymen & Apprentices Of Local 188 Annuity Fund, reported by Trustees Of Journeymen & Apprentices Of Local 188 Annuity Fund under EIN 20-5337584 and plan number 001. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226140218NAL0001042113002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Journeymen & Apprentices Of Local 188 Annuity Fund
- EIN
- 20-5337584
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,454,594
- Total liabilities (EOY)
- $5,128
- Net assets (EOY)
- $14,449,466
- Employer contributions
- $1,522,077
- Total income / additions
- $3,105,280
- Benefits paid
- $313,310
- Administrative expenses
- $127,012
- Total expenses
- $440,322
- Net increase / (decrease)
- $2,664,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Trust Company | RECORDKEEPER | $41,251 | $0 |
| Nat'L Employee Benefits Admin. Inc. | NONE | $34,608 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $16,800 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $14,503 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $11,880 | not reported in the loaded dataset |