# United Assn Of Journeymen & Apprnc Local 198 Afl-Cio Annuity Trust Fun DC Plan
Source: https://planprovider.pro/companies/united-assn-of-journeymen-apprnc-local-198-afl-cio-annuity-trust-fun-plan

> United Assn Of Journeymen & Apprnc Local 198 Afl-Cio Annuity Trust Fun's DC plan: 2,595 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-assn-of-journeymen-apprnc-local-198-afl-cio-annuity-trust-fun-plan)

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