Original filing (PDF)20250715153550NAL0003243680001

BOT International Longshoremen's Welfare & Pension Administration

Name: BOT International Longshoremen's Welfare & Pension Administration — Form 5500 Plan 001 (2023)
Creator: BOT International Longshoremen's Welfare & Pension Administration
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jacksonville Maritime Association / International Longshoremen's Association Pension Plan

Defined-benefit pension plan · BOT International Longshoremen's Welfare & Pension Administration's Jacksonville Maritime Association / International Longshoremen's Association Pension Plan held $109.8M in plan assets for 500 participants in 2023.

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 identifiers

BOT International Longshoremen's Welfare & Pension Administration's EIN is 82-3722523.

EIN 82-3722523

Plan number 001

Plan year 2023

ACK ID 20250715153550NAL0003243680001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BOT International Longshoremen's Welfare & Pension Administration from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOT INTERNATIONAL LONGSHOREMEN'S WELFARE & PENSION ADMINISTRATION.

Finding similar companies…

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Holds assets with an undetermined value.
Total administrative cost in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

BOT INTERNATIONAL LONGSHOREMEN'S WELFARE & PENSION ADMINISTRATION

EIN

all filings

Address

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

Phone

(904) 354-7258

Industry

Transportation & Warehousing

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 service providers

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	—

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.