Plan5500

Jacksonville Zoo Retirement Plan — Form 5500 plan (Jacksonville Zoological Society, Inc.)

Plain-English plan 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, Jacksonville Zoo Retirement Plan is a benefit plan reported by Jacksonville Zoological Society, Inc. under EIN 59-1319010 and plan number 002. The latest loaded filing year is 2023. The filing reports 442 participants and $9,599,360 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jacksonville Zoological Society, Inc.
EIN
59-1319010
Plan number
002
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
442
End-of-year plan assets
$9,599,360

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023442H, C20240723153455NAL0024896866001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,599,360
Total liabilities (EOY)
$0
Net assets (EOY)
$9,599,360
Net assets (BOY)
$7,666,019

Income & contributions

Employer contributions
$232,819
Participant contributions
$891,463
Total contributions
$1,355,319
Total income / additions
$2,760,995

Expenses & distributions

Benefits paid
$758,484
Administrative expenses
$68,480
Total expenses
$827,654
Net increase / (decrease)
$1,933,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$68,053$02023
Mai Capital Management, LLCINVESTMENT ADVISORY$0$23,2532023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages