Plan Snapshot
- Plan Sponsor: United Assn Of Journeymen & Apprentice Local 198 Afl-Cio Pension Fund
- Sponsor EIN: 726029984
- Sponsor Address: 8657 BAYPINE RD., JACKSONVILLE, FL, 32256
- Plan Type: DB
- Total Participants: 810
- Total Assets: $202.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 810 | $202.1M | $0 | $0 |
| 2023 | 783 | $193.4M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DUPLANTIER, HRAPMANN, HOGAN AND MAH | Auditor | $67,019 | — | $67,019 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,019
- Estimated Expense Ratio: 0.033% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,215,443 | $230,336 | $327,745 | $67,019 | — |
| 2023 | $1,351,037 | $276,241 | $317,754 | — | $310,986 |