Plan Snapshot
- Plan Sponsor: United Assn Of Journeymen & Apprnc Local 198 Afl-Cio Annuity Trust Fun
- Sponsor EIN: 726205444
- Sponsor Address: C/O NEBA INC, 8657 BAYPINE BLDG 5, JACKSONVILLE, FL, 322560000
- Plan Type: DC
- Total Participants: 2,595
- Total Assets: $27.5M
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 | 2,595 | $27.5M | $3.6M | $71,562 |
| 2023 | 2,438 | $24.1M | $2.2M | $91,979 |
| 2022 | 2,301 | $21.5M | $2.2M | $76,750 |
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 |
|---|---|---|---|---|
| MILLIMAN INC | NONE | $118,905 | — | $118,905 |
| NAT'L EMPLOYEE BENEFITS ADMINISTRA | NONE | $48,888 | — | $48,888 |
| DUPLANTIER, HRAPMANN, HOGAN & MAHER | NONE | $42,001 | — | $42,001 |
| INVESTMENT CONSULTING SERVICES, LLC | NONE | $15,000 | — | $15,000 |
| ROBEIN URANN SPENCER PICARD & CANGE | NONE | $9,660 | — | $9,660 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $234,454
- Estimated Expense Ratio: 0.852% 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 | $259,104 | $133,905 | $48,888 | — | — |
| 2023 | $247,758 | $130,427 | $47,349 | — | — |
| 2022 | $240,899 | $137,149 | $45,818 | — | $39,923 |