2023 Form 5500 filing — United Association Of Journeymen & Apprentices Health Welfare
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 20250616100321NAL0000436595002) for United Association Of Journeymen & Apprentices Health Welfare, reported by United Assn Of Journeymen & Apprentice Local 198 Afl-Cio under EIN 72-0522454 and plan number 501. It reports 1,005 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616100321NAL0000436595002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Assn Of Journeymen & Apprentice Local 198 Afl-Cio
- EIN
- 72-0522454
- Plan number
- 501
- Location
- Jacksonville, FL
- Participants
- 1,005
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,014,784
- Total liabilities (EOY)
- $359,957
- Net assets (EOY)
- $32,654,827
- Employer contributions
- $12,009,474
- Participant contributions
- $1,081,081
- Total income / additions
- $15,769,268
- Benefits paid
- $9,773,728
- Administrative expenses
- $909,431
- Total expenses
- $10,683,159
- Net increase / (decrease)
- $5,086,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nat'L Employee Benefits Administrat | CONTRACT ADMINISTRATOR | $224,026 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | ACTUARY | $116,642 | not reported in the loaded dataset |
| Duplantier, Hrapmann, Hogan & Maher | INDEPENDENT AUDITOR | $42,592 | not reported in the loaded dataset |
| Robein, Urann, Spencer Picard & Can | ATTORNEY | $27,339 | not reported in the loaded dataset |
| Seix Investment Advisors | INVESTMENT MANAGER | $19,756 | not reported in the loaded dataset |
| Investment Consulting Services, LLC | INV. MANAGER | $14,325 | not reported in the loaded dataset |