Boyd & Jenerette, P.A. Welfare Benefit Plan — Form 5500 plan (Boyd & Jenerette, P.A.)
Plain-English plan 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, Boyd & Jenerette, P.A. Welfare Benefit Plan is a benefit plan reported by Boyd & Jenerette, P.A. under EIN 59-1484000 and plan number 501. The latest loaded filing year is 2023. The filing reports 81 participants and $9,744 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)-$323.3KPlan net assets, end of year-$323,268
Participants81Covered participants reported
Assets / participant$120Computed: assets ÷ participants$120 (computed)
Provider compensation$106.1K4 Schedule C provider row(s)$106,061
- Plan sponsor
- Boyd & Jenerette, P.A.
- EIN
- 59-1484000
- Plan number
- 501
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 81 | I, C | 20240712110644NAL0017493441001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.7K total assets
Net assets-$323.3KLiabilities$333K
Full reported line items
Net assets
- Total assets (EOY)
- $9,744
- Total liabilities (EOY)
- $333,012
- Net assets (EOY)
- -$323,268
- Net assets (BOY)
- -$90,567
Income & contributions
- Employer contributions
- $970,956
- Participant contributions
- $337,047
- Total income / additions
- $1,320,261
Expenses & distributions
- Benefits paid
- $1,106,984
- Administrative expenses
- $40,168
- Total expenses
- $1,552,962
- Net increase / (decrease)
- -$232,701
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
74%26%
Employer 74%Participant 26%
Benefits paid ÷ total income84%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health, An Aetna Company | ADMIN | $40,168 | not reported in the loaded dataset | 2023 |
| The Capital Group (Armfield, Harris | BROKER | $39,340 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $20,708 | not reported in the loaded dataset | 2023 |
| Connectcare 3 | PATIENT ADVOCATE | $5,845 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boyd & Jenerette, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Meritain Health, An Aetna Company — Schedule C compensation
- The Capital Group (Armfield, Harris — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Connectcare 3 — Schedule C compensation