Jacksonville Maritime Association / International Longshoremen'S Association Pension Plan — Form 5500 plan (Bot International Longshoremen'S Welfare & Pension Administration)
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 Maritime Association / International Longshoremen'S Association Pension Plan is a benefit plan reported by Bot International Longshoremen'S Welfare & Pension Administration under EIN 82-3722523 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,116 participants and $109,767,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot International Longshoremen'S Welfare & Pension Administration
- EIN
- 82-3722523
- Plan number
- 001
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 1,116
- End-of-year plan assets
- $109,767,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,116 | H, C | 20250715153550NAL0003243680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,767,848
- Total liabilities (EOY)
- $221,940
- Net assets (EOY)
- $109,545,908
- Net assets (BOY)
- $92,092,682
Income & contributions
- Employer contributions
- $6,389,955
- Total contributions
- $6,389,955
- Total income / additions
- $25,724,298
Expenses & distributions
- Benefits paid
- $6,638,464
- Administrative expenses
- $1,632,608
- Total expenses
- $8,271,072
- Net increase / (decrease)
- $17,453,226
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $409,998 | $0 | 2023 |
| Moseley Prichard Parrish Knight & J | NONE | $118,059 | not reported in the loaded dataset | 2023 |
| Pension Board Consultants, Inc. | NONE | $114,960 | not reported in the loaded dataset | 2023 |
| Smith, Gambrell & Russell, Llp | NONE | $50,720 | not reported in the loaded dataset | 2023 |
| Venture Pointe | NONE | $50,292 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Geogrametrix | NONE | $46,801 | not reported in the loaded dataset | 2023 |
| The Lambos Firm | NONE | $18,017 | not reported in the loaded dataset | 2023 |
| Waynetta Mcgraw | NONE | $16,037 | not reported in the loaded dataset | 2023 |
| Elan Financial Services | NONE | $5,736 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot International Longshoremen'S Welfare & Pension Administration
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Morgan Stanley — Schedule C compensation
- Moseley Prichard Parrish Knight & J — Schedule C compensation
- Pension Board Consultants, Inc. — Schedule C compensation
- Smith, Gambrell & Russell, Llp — Schedule C compensation
- Venture Pointe — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Geogrametrix — Schedule C compensation
- The Lambos Firm — Schedule C compensation
- Waynetta Mcgraw — Schedule C compensation
- Elan Financial Services — Schedule C compensation