# Boyd & Jenerette, P.A. Health & Welfare Plan
Source: https://planprovider.pro/companies/boyd-jenerette-p-a-591484000-501

> Boyd & Jenerette, P.A.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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