2023 Form 5500 filing — Amalgamated Pension-Disability 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 20250406174720NAL0025045248001) for Amalgamated Pension-Disability Plan, reported by Jax Transit Management Corp. under EIN 59-3041602 and plan number 004. It reports 803 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250406174720NAL0025045248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jax Transit Management Corp.
- EIN
- 59-3041602
- Plan number
- 004
- Location
- Jacksonville, FL
- Participants
- 803
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,203,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,203,349
- Employer contributions
- $3,900,906
- Participant contributions
- $246,709
- Total income / additions
- $10,971,241
- Benefits paid
- $3,190,717
- Administrative expenses
- $519,089
- Total expenses
- $3,709,806
- Net increase / (decrease)
- $7,261,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Benefit Consultants, LLC | not reported in the loaded dataset | $238,958 | not reported in the loaded dataset |
| Raymond James | not reported in the loaded dataset | $144,611 | $0 |
| Gray Robinson | not reported in the loaded dataset | $80,986 | not reported in the loaded dataset |
| Reliance Trust Company | not reported in the loaded dataset | $27,484 | not reported in the loaded dataset |