Plan Snapshot
- Plan Sponsor: Boyd & Jenerette, P.A.
- Sponsor EIN: 591484000
- Sponsor Address: 201 N. HOGAN STREET, JACKSONVILLE, FL, 32202
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 90 | $460,525 | $1.1M | $490,587 |
| 2023 | 96 | $9,744 | $970,956 | $337,047 |
| 2022 | 81 | $11,811 | $535,138 | $404,413 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE CAPITAL GROUP (ARMFIELD, HARRIS | Investment Advisor | $39,970 | — | $39,970 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $35,236 | — | $35,236 |
| THE BENECON GROUP, LLC | Investment Advisor | $21,881 | — | $21,881 |
| CONNECTCARE 3 | Other Service Provider | $6,178 | — | $6,178 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,265
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $22,718 | — | — | — | — |
| 2024 | $1,236,202 | — | — | — | — |
| 2023 | $1,552,962 | — | — | — | — |
| 2022 | $916,613 | — | — | — | — |