2023 Form 5500 filing — Jrmb Ii 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 20240920074741NAL0012563824001) for Jrmb Ii Pension Plan, reported by Jrmb Ii, Inc. under EIN 27-3629393 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920074741NAL0012563824001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Jrmb Ii, Inc.
- EIN
- 27-3629393
- Plan number
- 001
- Location
- Lawton, OK
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,621,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,621,783
- Total income / additions
- $5,629,799
- Benefits paid
- $2,313,380
- Administrative expenses
- $83,476
- Total expenses
- $2,396,856
- Net increase / (decrease)
- $3,232,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marsh & Mclennan Agency | NONE | $38,239 | not reported in the loaded dataset |
| Eide Baily Llp | NONE | $13,500 | not reported in the loaded dataset |