Original filing (PDF)20250715153550NAL0003243680001

BOT INTERNATIONAL LONGSHOREMEN'S WELFARE & PENSION ADMINISTRATION

Name: BOT INTERNATIONAL LONGSHOREMEN'S WELFARE & PENSION ADMINISTRATION — JACKSONVILLE MARITIME ASSOCIATION / INTERNATIONAL LONGSHOREMEN'S ASSOCIATION PENSION PLAN, Form 5500 (2023)
Creator: BOT INTERNATIONAL LONGSHOREMEN'S WELFARE & PENSION ADMINISTRATION

Form 5500

FILING_RECEIVED

JACKSONVILLE MARITIME ASSOCIATION / INTERNATIONAL LONGSHOREMEN'S ASSOCIATION PENSION PLAN

Defined-benefit pension plan

Signals · 3

~80 bps in Sched C feesNo recordkeeper disclosed10 service providers

Active participants

500

Accounts w/ balance

—

Plan assets (EOY)

$109.8M

Net assets (EOY)

$109.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOT INTERNATIONAL LONGSHOREMEN'S WELFARE & PENSION ADMINISTRATION.

Plan sponsor

Name

BOT INTERNATIONAL LONGSHOREMEN'S WELFARE & PENSION ADMINISTRATION

EIN

82-3722523

Address

9550 REGENCY SQUARE BLVD, SUITE 401 · JACKSONVILLE, FL · 32225

Phone

(904) 354-7258

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

SCHULTHEIS & PANETTIERI, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	11-3658445	—	NONE	$410K	—
MOSELEY PRICHARD PARRISH KNIGHT & J	59-1309328	—	NONE	$118K	—
PENSION BOARD CONSULTANTS, INC.	59-1997474	—	NONE	$115K	—
SMITH, GAMBRELL & RUSSELL, LLP	58-0967450	—	NONE	$51K	—
VENTURE POINTE	—	JACKSONVILLE, FL	NONE	$50K	—
SCHULTHEIS & PANETTIERI, LLP

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.