# Jet Specialty, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/jet-specialty-inc-752408914-501

> Jet Specialty, INC.'s Health & Welfare plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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