2023 Form 5500 filing — Jacksonville Maritime Association / International Longshoremen'S Association Welfare 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 20250715161542NAL0002433601001) for Jacksonville Maritime Association / International Longshoremen'S Association Welfare Plan, reported by Bot International Longshoremen'S Welfare & Pension Administration under EIN 59-0834277 and plan number 501. It reports 823 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715161542NAL0002433601001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot International Longshoremen'S Welfare & Pension Administration
- EIN
- 59-0834277
- Plan number
- 501
- Location
- Jacksonville, FL
- Participants
- 823
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,131,151
- Total liabilities (EOY)
- $1,117,826
- Net assets (EOY)
- $2,013,325
- Employer contributions
- $6,104,749
- Total income / additions
- $6,675,330
- Benefits paid
- $5,776,514
- Administrative expenses
- $905,983
- Total expenses
- $6,682,497
- Net increase / (decrease)
- -$7,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthony L Roundtree | NONE | $220,052 | not reported in the loaded dataset |
| Erwin Lax | NONE | $191,000 | not reported in the loaded dataset |
| Lorraine Williams | NONE | $120,121 | not reported in the loaded dataset |
| Cynthia Powell | NONE | $98,336 | not reported in the loaded dataset |
| Toyer T Dorsey | NONE | $90,254 | not reported in the loaded dataset |
| Charo Simpson | NONE | $61,769 | not reported in the loaded dataset |
| Terrie Y Jacho-Swanigan | NONE | $55,439 | not reported in the loaded dataset |
| Venture Pointe | NONE | $51,461 | not reported in the loaded dataset |
| Moseley, Prichard, Parrish, Knight | NONE | $48,655 | not reported in the loaded dataset |
| Geogrametrix Inc | NONE | $47,890 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $46,982 | not reported in the loaded dataset |
| Wynetta Mcgraw | NONE | $37,296 | not reported in the loaded dataset |
| The Lambos Firm | NONE | $18,017 | not reported in the loaded dataset |
| Smith, Gambrell & Russell, Llp | NONE | $10,750 | not reported in the loaded dataset |
| Elan Financial Services | NONE | $5,870 | not reported in the loaded dataset |
| Pension Board Consultants | NONE | $5,000 | not reported in the loaded dataset |