2023 Form 5500 filing — Jacobs Consolidated Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240405165134NAL0022988096001) for Jacobs Consolidated Pension Plan, reported by Jacobs Engineering Group, Inc. under EIN 95-4081636 and plan number 004. It reports 1,661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240405165134NAL0022988096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jacobs Engineering Group, Inc.
- EIN
- 95-4081636
- Plan number
- 004
- Location
- Dallas, TX
- Participants
- 1,661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,944,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $186,944,263
- Total income / additions
- $8,268,222
- Benefits paid
- $20,654,207
- Administrative expenses
- $971,772
- Total expenses
- $21,625,979
- Net increase / (decrease)
- -$13,357,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $608,918 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $573,582 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $270,827 | not reported in the loaded dataset |
| Bank Of America | TRUSTEE | $261,976 | $0 |
| Bank Of America, Na | TRUSTEE | $248,530 | $0 |
| Columbia Management | NONE | $230,408 | not reported in the loaded dataset |
| Columbia Management | NONE | $220,926 | not reported in the loaded dataset |
| Bank Of America | TRUSTEE | $214,997 | $0 |
| Ivins Phillip & Barker | NONE | $129,056 | not reported in the loaded dataset |
| Jacobs Engineering Group Inc | PLAN SPONSOR | $78,268 | not reported in the loaded dataset |
| Wells Fargo | NONE | $72,914 | not reported in the loaded dataset |
| Ernst & Young | AUDITOR | $67,800 | not reported in the loaded dataset |
| Ernst & Young | NONE | $55,900 | not reported in the loaded dataset |
| Ivins Phillip & Barker | LEGAL | $48,456 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE | $46,189 | not reported in the loaded dataset |
| Legal & Genearl Investment Mgmt | NONE | $30,981 | not reported in the loaded dataset |
| Angeles Investment Advisors LLC | NONE | $22,500 | not reported in the loaded dataset |
| Ernst & Young | NONE | $20,450 | not reported in the loaded dataset |
| Cambiar International | NONE | $13,819 | not reported in the loaded dataset |
| Cambiar International Val | NONE | $13,134 | not reported in the loaded dataset |
| Schroders Investment Mgmt N. Americ | NONE | $12,390 | not reported in the loaded dataset |
| Schroders Investment Mgmt N. Americ | NONE | $11,571 | not reported in the loaded dataset |
| Ivins Phillips & Barker Chtd. | NONE | $9,170 | not reported in the loaded dataset |
| Cullen Capital Management, LLC | INVESTMENT MANAGEMENT | $5,156 | not reported in the loaded dataset |