2023 Form 5500 filing — Boyd & Jenerette, P.A. Welfare Benefit 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 20240712110644NAL0017493441001) for Boyd & Jenerette, P.A. Welfare Benefit Plan, reported by Boyd & Jenerette, P.A. under EIN 59-1484000 and plan number 501. It reports 81 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)-$323.3KReported net assets-$323,268
Participants81
Provider compensation$106.1K4 Schedule C row(s)$106,061
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240712110644NAL0017493441001
- Plan sponsor
- Boyd & Jenerette, P.A.
- EIN
- 59-1484000
- Plan number
- 501
- Location
- Jacksonville, FL
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.7K total assets
Net assets-$323.3KLiabilities$333K
Full reported line items
- Total assets (EOY)
- $9,744
- Total liabilities (EOY)
- $333,012
- Net assets (EOY)
- -$323,268
- Employer contributions
- $970,956
- Participant contributions
- $337,047
- Total income / additions
- $1,320,261
- Benefits paid
- $1,106,984
- Administrative expenses
- $40,168
- Total expenses
- $1,552,962
- Net increase / (decrease)
- -$232,701
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health, An Aetna Company | ADMIN | $40,168 | not reported in the loaded dataset |
| The Capital Group (Armfield, Harris | BROKER | $39,340 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $20,708 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $5,845 | not reported in the loaded dataset |