Plan5500

Jetblue Airways Retirement Plan — Form 5500 plan (Jetblue Airways Corporation)

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, Jetblue Airways Retirement Plan is a benefit plan reported by Jetblue Airways Corporation under EIN 87-0617894 and plan number 001. The latest loaded filing year is 2023. The filing reports 28,436 participants and $4,628,191,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jetblue Airways Corporation
EIN
87-0617894
Plan number
001
Plan type
2
Location
Long Island City, NY
Latest filing year
2023
Participants
28,436
End-of-year plan assets
$4,628,191,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328,436H, C20241015143030NAL0016629571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,628,191,926
Total liabilities (EOY)
$0
Net assets (EOY)
$4,628,191,926
Net assets (BOY)
$3,737,636,718

Income & contributions

Employer contributions
$246,512,129
Participant contributions
$143,786,877
Total contributions
$401,514,842
Total income / additions
$1,102,227,074

Expenses & distributions

Benefits paid
$199,303,026
Administrative expenses
$1,479,175
Total expenses
$211,671,866
Net increase / (decrease)
$890,555,208

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$1,352,404$02023
Mercer Investment Consulting IncNONE$117,471not reported in the loaded dataset2023
Fisher InvestmentsNONE$51,661not reported in the loaded dataset2023
Smith Anglin Financial LLCNONE$44,928not reported in the loaded dataset2023
Singer Wealth Advisors LLCNONE$34,732not reported in the loaded dataset2023
O'Hagan Group IncNONE$29,224not reported in the loaded dataset2023
Wellington Wealth StrategiesNONE$23,471not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$23,187$52023
Seascape Capital ManagementNONE$22,480not reported in the loaded dataset2023
Mitchell Advisory IncNONE$20,009not reported in the loaded dataset2023
Solitude Financial ServicesNONE$19,546not reported in the loaded dataset2023
Parsons Capital Mgmt LLCNONE$19,195not reported in the loaded dataset2023
Woodley Farra Manion PortfolioNONE$17,615not reported in the loaded dataset2023
Hbw Advisory ServicesNONE$15,920not reported in the loaded dataset2023
Revere Asset Management IncNONE$15,381not reported in the loaded dataset2023
Morningstar Investment ServiceNONE$14,380not reported in the loaded dataset2023
Total Investment Management InNONE$12,474not reported in the loaded dataset2023
Cerity Partners LLCNONE$12,271not reported in the loaded dataset2023
Morningstar Investment ServiceNONE$12,224not reported in the loaded dataset2023
Iht Wealth Management LLCNONE$12,128not reported in the loaded dataset2023
Dynamic Wealth AdvisorsNONE$10,504not reported in the loaded dataset2023
Qdro Consultants Company, LLCNONE$9,300not reported in the loaded dataset2023
Ameritas Advisory Services LLCNONE$8,385not reported in the loaded dataset2023
Svb Wealth LLCNONE$8,060not reported in the loaded dataset2023
Creative Planning LLCNONE$7,609not reported in the loaded dataset2023
Mountain Capital Investment AdNONE$7,441not reported in the loaded dataset2023
Dakota Wealth LLCNONE$7,197not reported in the loaded dataset2023
Envestnet Asset Management IncNONE$7,061not reported in the loaded dataset2023
Driven Investments LLCNONE$6,991not reported in the loaded dataset2023
Delta Investment Management LlNONE$6,549not reported in the loaded dataset2023
Johnson Investment Counsel IncNONE$5,107not reported in the loaded dataset2023
Nottingham Advisors IncNONE$5,075not reported in the loaded dataset2023
Collins Wealth Management IncNONE$5,030not reported in the loaded dataset2023

Related Form 5500 pages