Jacksonville Maritime Association / International Longshoremen's Association Pension Plan
Taft-Hartley plan, based in Jacksonville, Florida, reporting $118M in assets, for 1,057 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Oct 2024, Jacksonville Maritime Association / International Longshoremen's Association Pension Plan funded ratio 97.7% -> 103.5% (2023-10-01 to 2024-10-01).
4 more advisers and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
19 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 2.7%
- Corporate debt instruments (other) 3.5%
- Corporate debt instruments (preferred) 2.3%
- U.S. Government securities 18.7%
- Other investments 0.0%
- Partnership/joint venture interests 4.6%
- Registered investment companies 11.1%
- Common stock 56.7%
Consultants and advisers
- Southern PC Technology General consultantthrough Sep 30, 2023 Form 5500
- Comprehensive Consulting Solutions General consultantthrough Sep 30, 2023 Form 5500
- The Segal Company (southeast) Inc. Actuarythrough Sep 30, 2025 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
What changed
- Oct 1, 2024Funded status changedJacksonville Maritime Association / International Longshoremen's Association Pension Plan funded ratio 97.7% -> 103.5% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedJacksonville Maritime Association / International Longshoremen's Association Pension Plan plan assets $92M -> $110M (+19.0%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedJacksonville Maritime Association / International Longshoremen's Association Pension Plan total assets $92M -> $110M (+19.1%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Consultant changedinferenceSouthern PC Technology no longer appears on Jacksonville Maritime Association / International Longshoremen's Association Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Southern PC Technologyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceComprehensive Consulting no longer appears on Jacksonville Maritime Association / International Longshoremen's Association Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Comprehensive Consulting Solutionsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 1,057 | Not disclosed | Not disclosed | n/a | $118M | $5.5M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 1,116 | Not disclosed | Not disclosed | n/a | $110M | $5.0M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 1,115 | Not disclosed | Not disclosed | n/a | $92.2M | Not disclosed | Not disclosed | Not disclosed |
- Morgan Stanley codes 15 19 27 28 33 49 50 51 55 64 71 72 99 $467,441 PY2024
- The Law Office of Richard K Jones codes 29 50 $86,673 PY2024
- Venture Pointe codes 15 50 $66,646 PY2024
+34 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
- Total assets changed2024-09-30source on record
+3 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
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