Jacobs Consolidated Pension Plan — Form 5500 plan (Jacobs Engineering Group, 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, Jacobs Consolidated Pension Plan is a benefit plan reported by Jacobs Engineering Group, Inc. under EIN 95-4081636 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,661 participants and $269,074,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jacobs Engineering Group, Inc.
- EIN
- 95-4081636
- Plan number
- 004
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 1,661
- End-of-year plan assets
- $269,074,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,661 | H, C | 20240405165134NAL0022988096001 |
| 2023 | 4,281 | H, C | 20240405165341NAL0009605459001 |
| 2023 | 3,744 | H, C | 20251015165744NAL0006986688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $186,944,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $186,944,263
- Net assets (BOY)
- $200,302,020
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,268,222
Expenses & distributions
- Benefits paid
- $20,654,207
- Administrative expenses
- $971,772
- Total expenses
- $21,625,979
- Net increase / (decrease)
- -$13,357,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $608,918 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $573,582 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $270,827 | not reported in the loaded dataset | 2023 |
| Bank Of America | TRUSTEE | $261,976 | $0 | 2023 |
| Bank Of America, Na | TRUSTEE | $248,530 | $0 | 2023 |
| Columbia Management | NONE | $230,408 | not reported in the loaded dataset | 2023 |
| Columbia Management | NONE | $220,926 | not reported in the loaded dataset | 2023 |
| Bank Of America | TRUSTEE | $214,997 | $0 | 2023 |
| Ivins Phillip & Barker | NONE | $129,056 | not reported in the loaded dataset | 2023 |
| Jacobs Engineering Group Inc | PLAN SPONSOR | $78,268 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $72,914 | not reported in the loaded dataset | 2023 |
| Ernst & Young | AUDITOR | $67,800 | not reported in the loaded dataset | 2023 |
| Ernst & Young | NONE | $55,900 | not reported in the loaded dataset | 2023 |
| Ivins Phillip & Barker | LEGAL | $48,456 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE | $46,189 | not reported in the loaded dataset | 2023 |
| Legal & Genearl Investment Mgmt | NONE | $30,981 | not reported in the loaded dataset | 2023 |
| Angeles Investment Advisors LLC | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Ernst & Young | NONE | $20,450 | not reported in the loaded dataset | 2023 |
| Cambiar International | NONE | $13,819 | not reported in the loaded dataset | 2023 |
| Cambiar International Val | NONE | $13,134 | not reported in the loaded dataset | 2023 |
| Schroders Investment Mgmt N. Americ | NONE | $12,390 | not reported in the loaded dataset | 2023 |
| Schroders Investment Mgmt N. Americ | NONE | $11,571 | not reported in the loaded dataset | 2023 |
| Ivins Phillips & Barker Chtd. | NONE | $9,170 | not reported in the loaded dataset | 2023 |
| Cullen Capital Management, LLC | INVESTMENT MANAGEMENT | $5,156 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jacobs Engineering Group, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Willis Towers Watson Us LLC — Schedule C compensation
- Bank Of America — Schedule C compensation
- Bank Of America, Na — Schedule C compensation
- Columbia Management — Schedule C compensation
- Ivins Phillip & Barker — Schedule C compensation
- Jacobs Engineering Group Inc — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Legal & Genearl Investment Mgmt — Schedule C compensation
- Angeles Investment Advisors LLC — Schedule C compensation
- Cambiar International — Schedule C compensation
- Cambiar International Val — Schedule C compensation
- Schroders Investment Mgmt N. Americ — Schedule C compensation
- Ivins Phillips & Barker Chtd. — Schedule C compensation
- Cullen Capital Management, LLC — Schedule C compensation