2023 Form 5500 filing — J & J Worldwide Services Comprehensive Welfare Benefits 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 20251008090013NAL0009066656001) for J & J Worldwide Services Comprehensive Welfare Benefits Plan, reported by J & J Maintenance, Inc. under EIN 74-1668145 and plan number 502. It reports 899 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251008090013NAL0009066656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J & J Maintenance, Inc.
- EIN
- 74-1668145
- Plan number
- 502
- Location
- Mclean, VA
- Participants
- 899
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,263,023
- Total liabilities (EOY)
- $838,245
- Net assets (EOY)
- $8,424,778
- Employer contributions
- $7,183,966
- Participant contributions
- $1,209,698
- Total income / additions
- $8,680,457
- Benefits paid
- $7,804,790
- Administrative expenses
- $1,129,950
- Total expenses
- $8,934,740
- Net increase / (decrease)
- -$254,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Texas | NONE | $889,806 | not reported in the loaded dataset |
| Sun Life Financial | NONE | $146,542 | not reported in the loaded dataset |
| Armanino, Llp | NONE | $33,337 | not reported in the loaded dataset |
| Bradshaw & Bickerton | NONE | $11,996 | not reported in the loaded dataset |
| Ameriflex | NONE | $11,720 | not reported in the loaded dataset |
| Wilmington Trust Company | NONE | $10,400 | not reported in the loaded dataset |
| Claims-X-Change | NONE | $4,059 | not reported in the loaded dataset |