United Association Of Journeymen & Apprentices Health Welfare — Form 5500 plan (United Assn Of Journeymen & Apprentice Local 198 Afl-Cio)
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, United Association Of Journeymen & Apprentices Health Welfare is a benefit plan reported by United Assn Of Journeymen & Apprentice Local 198 Afl-Cio under EIN 72-0522454 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,005 participants and $33,014,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Assn Of Journeymen & Apprentice Local 198 Afl-Cio
- EIN
- 72-0522454
- Plan number
- 501
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 1,005
- End-of-year plan assets
- $33,014,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,005 | H, C | 20250616100321NAL0000436595002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,014,784
- Total liabilities (EOY)
- $359,957
- Net assets (EOY)
- $32,654,827
- Net assets (BOY)
- $27,568,718
Income & contributions
- Employer contributions
- $12,009,474
- Participant contributions
- $1,081,081
- Total contributions
- $13,090,555
- Total income / additions
- $15,769,268
Expenses & distributions
- Benefits paid
- $9,773,728
- Administrative expenses
- $909,431
- Total expenses
- $10,683,159
- Net increase / (decrease)
- $5,086,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nat'L Employee Benefits Administrat | CONTRACT ADMINISTRATOR | $224,026 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | ACTUARY | $116,642 | not reported in the loaded dataset | 2023 |
| Duplantier, Hrapmann, Hogan & Maher | INDEPENDENT AUDITOR | $42,592 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer Picard & Can | ATTORNEY | $27,339 | not reported in the loaded dataset | 2023 |
| Seix Investment Advisors | INVESTMENT MANAGER | $19,756 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services, LLC | INV. MANAGER | $14,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Assn Of Journeymen & Apprentice Local 198 Afl-Cio
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Nat'L Employee Benefits Administrat — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Duplantier, Hrapmann, Hogan & Maher — Schedule C compensation
- Robein, Urann, Spencer Picard & Can — Schedule C compensation
- Seix Investment Advisors — Schedule C compensation
- Investment Consulting Services, LLC — Schedule C compensation