Bot International Longshoremen's Welfare & Pension Administration retirement plan: assets, participants and fees
What Bot International Longshoremen's Welfare & Pension Administration's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Morgan Stanley | Schedule C ↗ |
| Independent auditor | Schultheis & Panettieri, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 96 pension plans in transportation and warehousing with 1,000 to 4,999 participants.
| Bot International Longshoremen's Welfare & Pension Administration: employer contribution per participant | $6,192 | |
| Peer median | $3,069 |
| Bot International Longshoremen's Welfare & Pension Administration: average balance | $111,024 | |
| Peer median | $76,711 |
| Bot International Longshoremen's Welfare & Pension Administration: admin expenses ÷ assets | 1.32% | |
| Peer median | 0.72% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $84.3M at the end of plan year 2021 to $118M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,062 | $118M | $6.6M | $6,192 | 1.32% | Not published | Form 5500 ↗ |
| 2023 | 1,057 | $110M | $6.4M | $6,045 | 1.62% | Not published | Form 5500 ↗ |
| 2022 | 1,116 | $92.1M | $6.1M | $5,509 | 1.63% | Not published | Form 5500 ↗ |
| 2021 | 1,115 | $84.3M | $6.3M | $5,618 | 1.48% | Not published | Form 5500 ↗ |
Common questions
Does Bot International Longshoremen's Welfare & Pension Administration match 401(k) contributions?
The match terms for the Jacksonville Maritime Association / International Longshoremen'S Association Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $6.6M in employer contributions, about $6,192 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bot International Longshoremen's Welfare & Pension Administration 401(k) match vested?
The vesting schedule for the Jacksonville Maritime Association / International Longshoremen'S Association Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bot International Longshoremen's Welfare & Pension Administration 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Morgan Stanley. The plan administrator is Bot International Longshoremen'S Welfare & Pension Administration.
I left Bot International Longshoremen's Welfare & Pension Administration. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bot International Longshoremen'S Welfare & Pension Administration, (904) 354-7258) or the recordkeeper, Morgan Stanley. The Bot International Longshoremen's Welfare & Pension Administration old 401(k) page lists the contacts from every plan filing. Find an old Bot International Longshoremen's Welfare & Pension Administration 401(k)
Data from the public Form 5500 annual reports Bot International Longshoremen's Welfare & Pension Administration filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bot International Longshoremen's Welfare & Pension Administration. Not financial advice. Report a correction · Methodology