2023 Form 5500 filing — Junior Achievement Usa Health And Welfare Benefit Trust
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 20250206133032NAL0012076769001) for Junior Achievement Usa Health And Welfare Benefit Trust, reported by Junior Achievement, Usa under EIN 84-1223492 and plan number 503. It reports 1,526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250206133032NAL0012076769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Junior Achievement, Usa
- EIN
- 84-1223492
- Plan number
- 503
- Location
- Colorado Springs, CO
- Participants
- 1,526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,337,928
- Total liabilities (EOY)
- $727,033
- Net assets (EOY)
- $6,610,895
- Employer contributions
- $10,380,166
- Participant contributions
- $370,226
- Total income / additions
- $11,356,611
- Benefits paid
- $9,200,992
- Administrative expenses
- $652,363
- Total expenses
- $9,853,355
- Net increase / (decrease)
- $1,503,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Services, Inc. | CLAIMS PROCESSOR | $343,896 | $0 |
| Peak Advisory Consulting LLC | NONE | $93,450 | $0 |
| Cigna Health And Life Insur Co | CLAIM ADMINISTRATION | $68,521 | $0 |
| Mercer Health & Benefits LLC | BROKER | $45,831 | $0 |
| Forvis Mazars Llp | AUDITORS | $29,250 | $0 |
| Hub International Great Plains | NONE | $15,750 | $0 |
| Cognizant Technology Solutions | NONE | $13,953 | $0 |
| West Health Advocate Solutions Inc | NONE | $6,312 | $0 |
| Eyemed Vision Care | CLAIMS PROCESSOR | $5,040 | $0 |