Plan Snapshot
- Plan Sponsor: Jet Specialty, INC.
- Sponsor EIN: 752408914
- Sponsor Address: 211 MARKET AVENUE, BOERNE, TX, 78006
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 314
- 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. |
|---|---|---|---|---|
| 2024 | 314 | $0 | $5.7M | $1.2M |
| 2022 | 342 | $0 | $0 | $0 |
| 2021 | 372 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| INSURANCE MANAGEMENT SERVICES | Recordkeeper | $198,152 | — | $198,152 |
| INTUITIVE SOLUTIONS | Insurance Carrier | $84,171 | — | $84,171 |
| AMERICAN HEALTH HOLDING, INC. | Other Service Provider | $18,419 | — | $18,419 |
| PCM RX MANAGEMENT | Other Service Provider | $8,927 | — | $8,927 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $309,669
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 |
|---|---|---|---|---|---|
| 2024 | $338,600 | — | $338,600 | — | — |
| 2022 | $4,882,759 | — | $183,577 | — | — |
| 2021 | $5,959,372 | — | $166,931 | — | — |