United Association Of Journeymen & Apprentice Annuity Trust Fund — Form 5500 plan (United Assn Of Journeymen & Apprnc Local 198 Afl-Cio Annuity Trust Fun)
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 & Apprentice Annuity Trust Fund is a benefit plan reported by United Assn Of Journeymen & Apprnc Local 198 Afl-Cio Annuity Trust Fun under EIN 72-6205444 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,054 participants and $24,076,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Assn Of Journeymen & Apprnc Local 198 Afl-Cio Annuity Trust Fun
- EIN
- 72-6205444
- Plan number
- 001
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 3,054
- End-of-year plan assets
- $24,076,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,054 | H, C | 20241025101257NAL0000036659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,076,097
- Total liabilities (EOY)
- $5,783
- Net assets (EOY)
- $24,070,314
- Net assets (BOY)
- $21,494,886
Income & contributions
- Employer contributions
- $2,242,048
- Participant contributions
- $91,979
- Total contributions
- $2,339,520
- Total income / additions
- $5,038,504
Expenses & distributions
- Benefits paid
- $2,215,318
- Administrative expenses
- $247,758
- Total expenses
- $2,463,076
- Net increase / (decrease)
- $2,575,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman Inc | NONE | $117,677 | not reported in the loaded dataset | 2023 |
| Nat'L Employee Benefits Administra | NONE | $47,349 | not reported in the loaded dataset | 2023 |
| Duplantier, Hrapmann, Hogan & Maher | NONE | $28,968 | not reported in the loaded dataset | 2023 |
| Robein Urann Spencer Picard & Cange | NONE | $21,451 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services, LLC | NONE | $12,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Assn Of Journeymen & Apprnc Local 198 Afl-Cio Annuity Trust Fun
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Milliman Inc — Schedule C compensation
- Nat'L Employee Benefits Administra — Schedule C compensation
- Duplantier, Hrapmann, Hogan & Maher — Schedule C compensation
- Robein Urann Spencer Picard & Cange — Schedule C compensation
- Investment Consulting Services, LLC — Schedule C compensation