J & J Worldwide Services Comprehensive Welfare Benefits Plan — Form 5500 plan (J & J Maintenance, Inc.)
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, J & J Worldwide Services Comprehensive Welfare Benefits Plan is a benefit plan reported by J & J Maintenance, Inc. under EIN 74-1668145 and plan number 502. The latest loaded filing year is 2023. The filing reports 899 participants and $9,263,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J & J Maintenance, Inc.
- EIN
- 74-1668145
- Plan number
- 502
- Plan type
- 2
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 899
- End-of-year plan assets
- $9,263,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 899 | H, C | 20251008090013NAL0009066656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,263,023
- Total liabilities (EOY)
- $838,245
- Net assets (EOY)
- $8,424,778
- Net assets (BOY)
- $8,679,061
Income & contributions
- Employer contributions
- $7,183,966
- Participant contributions
- $1,209,698
- Total contributions
- $8,393,664
- Total income / additions
- $8,680,457
Expenses & distributions
- Benefits paid
- $7,804,790
- Administrative expenses
- $1,129,950
- Total expenses
- $8,934,740
- Net increase / (decrease)
- -$254,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Texas | NONE | $889,806 | not reported in the loaded dataset | 2023 |
| Sun Life Financial | NONE | $146,542 | not reported in the loaded dataset | 2023 |
| Armanino, Llp | NONE | $33,337 | not reported in the loaded dataset | 2023 |
| Bradshaw & Bickerton | NONE | $11,996 | not reported in the loaded dataset | 2023 |
| Ameriflex | NONE | $11,720 | not reported in the loaded dataset | 2023 |
| Wilmington Trust Company | NONE | $10,400 | not reported in the loaded dataset | 2023 |
| Claims-X-Change | NONE | $4,059 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J & J Maintenance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mclean, VA
- Blue Cross Blue Shield Of Texas — Schedule C compensation
- Sun Life Financial — Schedule C compensation
- Armanino, Llp — Schedule C compensation
- Bradshaw & Bickerton — Schedule C compensation
- Ameriflex — Schedule C compensation
- Wilmington Trust Company — Schedule C compensation
- Claims-X-Change — Schedule C compensation