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JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 401k Plan overview

Plan NameJACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN
Plan identification number 512

JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

JACOBS ENGINEERING GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:JACOBS ENGINEERING GROUP INC.
Employer identification number (EIN):954081636
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about JACOBS ENGINEERING GROUP INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1987-02-10
Company Identification Number: 0007190306
Legal Registered Office Address: 6312 S FIDDLERS GREEN CIR STE 200N

GREENWOOD VLG
United States of America (USA)
80111

More information about JACOBS ENGINEERING GROUP INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5122022-01-01
5122021-01-01
5122020-01-01
5122019-01-01
5122018-01-01
5122018-01-01
5122017-01-01ERIK AMMIDOWN
5122016-01-01TIMOTHY M. BROWN
5122015-01-01TIMOTHY M. BROWN
5122014-01-01ADRIENNE BECK
5122013-01-01ADRIENNE BECK ADRIENNE BECK2014-10-16
5122012-01-01ADRIENNE BECK ADRIENNE BECK2013-10-15
5122011-01-01ADRIENNE BECK ADRIENNE BECK2012-10-03
5122010-01-01ADRIENNE BECK ADRIENNE BECK2011-10-14
5122009-01-01ADRIENNE BECK ADRIENNE BECK2010-12-07
5122008-01-01ADRIENNE BECK ADRIENNE BECK2010-10-27
5122007-01-01ADRIENNE BECK ADRIENNE BECK2010-10-27
5122006-01-01ADRIENNE BECK ADRIENNE BECK2010-10-27
5122005-01-01ADRIENNE BECK ADRIENNE BECK2010-10-27
5122004-01-01ADRIENNE BECK ADRIENNE BECK2010-10-27

Plan Statistics for JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN

401k plan membership statisitcs for JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN

Measure Date Value
2022: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119,072
Total number of active participants reported on line 7a of the Form 55002022-01-0118,817
Number of retired or separated participants receiving benefits2022-01-01228
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0119,045
2021: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117,641
Total number of active participants reported on line 7a of the Form 55002021-01-0118,880
Number of retired or separated participants receiving benefits2021-01-01192
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0119,072
2020: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118,630
Total number of active participants reported on line 7a of the Form 55002020-01-0117,434
Number of retired or separated participants receiving benefits2020-01-01207
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0117,641
2019: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116,123
Total number of active participants reported on line 7a of the Form 55002019-01-0118,465
Number of retired or separated participants receiving benefits2019-01-01165
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0118,630
2018: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114,746
Total number of active participants reported on line 7a of the Form 55002018-01-0115,939
Number of retired or separated participants receiving benefits2018-01-01184
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0116,123
2017: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114,025
Total number of active participants reported on line 7a of the Form 55002017-01-0114,307
Number of retired or separated participants receiving benefits2017-01-01439
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0114,746
2016: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115,272
Total number of active participants reported on line 7a of the Form 55002016-01-0113,549
Number of retired or separated participants receiving benefits2016-01-01476
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0114,025
2015: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0122,328
Total number of active participants reported on line 7a of the Form 55002015-01-0119,467
Number of retired or separated participants receiving benefits2015-01-01196
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0119,663
2014: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116,590
Total number of active participants reported on line 7a of the Form 55002014-01-0116,149
Number of retired or separated participants receiving benefits2014-01-0135
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0116,184
2013: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113,854
Total number of active participants reported on line 7a of the Form 55002013-01-0116,941
Number of retired or separated participants receiving benefits2013-01-0131
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0116,972
2012: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113,017
Total number of active participants reported on line 7a of the Form 55002012-01-0113,709
Number of retired or separated participants receiving benefits2012-01-01145
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0113,854
2011: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112,146
Total number of active participants reported on line 7a of the Form 55002011-01-0112,821
Number of retired or separated participants receiving benefits2011-01-01196
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0113,017
2010: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0113,307
Total number of active participants reported on line 7a of the Form 55002010-01-0112,021
Number of retired or separated participants receiving benefits2010-01-01125
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0112,146
2009: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114,968
Total number of active participants reported on line 7a of the Form 55002009-01-0113,307
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0113,307
2008: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0114,884
Total number of active participants reported on line 7a of the Form 55002008-01-0114,968
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-0114,968
2007: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0111,475
Total number of active participants reported on line 7a of the Form 55002007-01-0114,884
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-0114,884
2006: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0110,862
Total number of active participants reported on line 7a of the Form 55002006-01-0111,476
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-0111,476
2005: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-0110,200
Total number of active participants reported on line 7a of the Form 55002005-01-0110,862
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-0110,862
2004: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-014,722
Total number of active participants reported on line 7a of the Form 55002004-01-014,675
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-010
Total of all active and inactive participants2004-01-014,675

Financial Data on JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN

Measure Date Value
2018 : JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,507,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,843,600
Total income from all sources (including contributions)2018-12-31$172,968,500
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$175,223,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$163,139,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$172,951,100
Value of total assets at end of year2018-12-31$15,133,700
Value of total assets at beginning of year2018-12-31$19,725,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,084,000
Total interest from all sources2018-12-31$17,400
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,227,032
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$915,109
Contributions received from participants2018-12-31$49,263,800
Participant contributions at end of year2018-12-31$2,390,900
Participant contributions at beginning of year2018-12-31$5,866,100
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,848,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,850,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,363,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,002,600
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$1,792,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,255,136
Value of net assets at end of year (total assets less liabilities)2018-12-31$-6,373,436
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-4,118,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$463,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,459,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,459,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$17,400
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$163,139,636
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$123,687,300
Employer contributions (assets) at end of year2018-12-31$5,430,700
Employer contributions (assets) at beginning of year2018-12-31$3,756,800
Contract administrator fees2018-12-31$10,856,968
Liabilities. Value of benefit claims payable at end of year2018-12-31$20,143,536
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$21,841,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,843,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,931,100
Total income from all sources (including contributions)2017-12-31$182,121,600
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$176,952,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$166,068,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$182,118,700
Value of total assets at end of year2017-12-31$19,725,300
Value of total assets at beginning of year2017-12-31$12,643,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,884,500
Total interest from all sources2017-12-31$2,900
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,106,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$915,109
Contributions received from participants2017-12-31$69,695,300
Participant contributions at end of year2017-12-31$5,866,100
Participant contributions at beginning of year2017-12-31$2,824,200
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,850,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,932,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,002,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,841,200
Total non interest bearing cash at end of year2017-12-31$1,792,900
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,169,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$-4,118,300
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-9,287,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,459,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,225,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,225,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,900
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$166,068,100
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$112,423,400
Employer contributions (assets) at end of year2017-12-31$3,756,800
Employer contributions (assets) at beginning of year2017-12-31$4,662,400
Contract administrator fees2017-12-31$9,778,500
Liabilities. Value of benefit claims payable at end of year2017-12-31$21,841,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$20,089,900
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$24,200
Total unrealized appreciation/depreciation of assets2016-12-31$24,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,931,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,140,700
Total income from all sources (including contributions)2016-12-31$181,978,200
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$187,638,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$170,764,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$181,842,400
Value of total assets at end of year2016-12-31$12,643,800
Value of total assets at beginning of year2016-12-31$17,513,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,873,643
Total interest from all sources2016-12-31$4,300
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,413,161
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$915,109
Contributions received from participants2016-12-31$75,196,000
Participant contributions at end of year2016-12-31$4,662,400
Participant contributions at beginning of year2016-12-31$4,757,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,932,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,055,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,841,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,031,500
Other income not declared elsewhere2016-12-31$107,300
Administrative expenses (other) incurred2016-12-31$694,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-5,660,043
Value of net assets at end of year (total assets less liabilities)2016-12-31$-9,287,300
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-3,627,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,225,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,125,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,125,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,300
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$170,764,600
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$652,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$106,646,400
Employer contributions (assets) at end of year2016-12-31$2,824,200
Employer contributions (assets) at beginning of year2016-12-31$2,922,600
Contract administrator fees2016-12-31$14,766,143
Liabilities. Value of benefit claims payable at end of year2016-12-31$20,089,900
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$19,109,200
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-25,400
Total unrealized appreciation/depreciation of assets2015-12-31$-25,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,140,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,804,100
Total income from all sources (including contributions)2015-12-31$197,783,400
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$200,330,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$179,550,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$197,776,800
Value of total assets at end of year2015-12-31$17,513,443
Value of total assets at beginning of year2015-12-31$14,723,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,779,500
Total interest from all sources2015-12-31$32,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,031,894
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$915,109
Contributions received from participants2015-12-31$86,203,700
Participant contributions at end of year2015-12-31$4,757,400
Participant contributions at beginning of year2015-12-31$3,284,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,055,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,240,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,031,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$43,700
Administrative expenses (other) incurred2015-12-31$1,275,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,546,600
Value of net assets at end of year (total assets less liabilities)2015-12-31$-3,627,257
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-1,080,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,125,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,301,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,301,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$32,000
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$179,550,500
Asset value of US Government securities at end of year2015-12-31$652,482
Asset value of US Government securities at beginning of year2015-12-31$896,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$111,573,100
Employer contributions (assets) at end of year2015-12-31$2,922,600
Employer contributions (assets) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$18,472,336
Liabilities. Value of benefit claims payable at end of year2015-12-31$19,109,200
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$15,760,400
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$95,000
Total unrealized appreciation/depreciation of assets2014-12-31$95,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,804,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,051,800
Total income from all sources (including contributions)2014-12-31$172,722,400
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$172,203,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$153,401,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$164,189,600
Value of total assets at end of year2014-12-31$14,723,443
Value of total assets at beginning of year2014-12-31$13,451,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,801,556
Total interest from all sources2014-12-31$33,200
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,895,026
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$75,371,100
Participant contributions at end of year2014-12-31$3,284,700
Participant contributions at beginning of year2014-12-31$4,461,300
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,240,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,671,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$43,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$43,700
Other income not declared elsewhere2014-12-31$8,404,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$519,202
Value of net assets at end of year (total assets less liabilities)2014-12-31$-1,080,657
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-1,599,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,301,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,517,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,517,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$33,200
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$140,228,900
Asset value of US Government securities at end of year2014-12-31$896,436
Asset value of US Government securities at beginning of year2014-12-31$801,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$88,818,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,172,742
Contract administrator fees2014-12-31$15,906,530
Liabilities. Value of benefit claims payable at end of year2014-12-31$15,760,400
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$15,008,100
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-126,360
Total unrealized appreciation/depreciation of assets2013-12-31$-126,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,051,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,747,601
Total income from all sources (including contributions)2013-12-31$157,146,640
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$160,001,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$143,806,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$157,240,600
Value of total assets at end of year2013-12-31$13,451,941
Value of total assets at beginning of year2013-12-31$14,002,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,194,990
Total interest from all sources2013-12-31$32,400
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,059,297
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$74,742,600
Participant contributions at end of year2013-12-31$4,461,300
Participant contributions at beginning of year2013-12-31$2,045,060
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,082,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,671,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,590,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$43,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$41,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,854,759
Value of net assets at end of year (total assets less liabilities)2013-12-31$-1,599,859
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,254,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,517,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,439,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,439,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$32,400
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$130,281,000
Asset value of US Government securities at end of year2013-12-31$801,468
Asset value of US Government securities at beginning of year2013-12-31$927,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$78,415,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,525,409
Contract administrator fees2013-12-31$15,135,693
Liabilities. Value of benefit claims payable at end of year2013-12-31$15,008,100
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$12,706,601
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-186
Total unrealized appreciation/depreciation of assets2012-12-31$-186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,747,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,891,807
Total income from all sources (including contributions)2012-12-31$147,206,701
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$147,534,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$133,364,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$147,167,462
Value of total assets at end of year2012-12-31$14,002,501
Value of total assets at beginning of year2012-12-31$14,474,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,169,889
Total interest from all sources2012-12-31$39,425
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$71,945,588
Participant contributions at end of year2012-12-31$2,045,060
Participant contributions at beginning of year2012-12-31$2,168,581
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,897,466
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,590,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,643,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$41,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-327,315
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,254,900
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,582,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,439,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,338,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,338,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$39,425
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,980,851
Asset value of US Government securities at end of year2012-12-31$927,750
Asset value of US Government securities at beginning of year2012-12-31$927,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$71,324,408
Employer contributions (assets) at beginning of year2012-12-31$1,395,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$130,383,276
Contract administrator fees2012-12-31$14,169,889
Liabilities. Value of benefit claims payable at end of year2012-12-31$12,706,601
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$12,888,800
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$156,750
Total unrealized appreciation/depreciation of assets2011-12-31$156,750
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,891,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,988,351
Total income from all sources (including contributions)2011-12-31$137,438,747
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$138,118,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$125,414,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$137,193,439
Value of total assets at end of year2011-12-31$14,474,022
Value of total assets at beginning of year2011-12-31$14,250,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,704,263
Total interest from all sources2011-12-31$37,573
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$71,311,512
Participant contributions at end of year2011-12-31$2,168,581
Participant contributions at beginning of year2011-12-31$1,752,104
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,772,087
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,643,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,165,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$309,051
Other income not declared elsewhere2011-12-31$50,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-679,940
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,582,215
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,262,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Income. Interest from US Government securities2011-12-31$37,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,338,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,048,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,048,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$100
Asset value of US Government securities at end of year2011-12-31$927,936
Asset value of US Government securities at beginning of year2011-12-31$771,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$62,109,840
Employer contributions (assets) at end of year2011-12-31$1,395,670
Employer contributions (assets) at beginning of year2011-12-31$1,513,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$125,414,424
Contract administrator fees2011-12-31$12,704,263
Liabilities. Value of benefit claims payable at end of year2011-12-31$12,888,800
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$11,679,300
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$38,250
Total unrealized appreciation/depreciation of assets2010-12-31$38,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,988,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,851,834
Total income from all sources (including contributions)2010-12-31$143,578,889
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$144,731,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$132,591,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$143,496,521
Value of total assets at end of year2010-12-31$14,250,506
Value of total assets at beginning of year2010-12-31$16,266,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,140,094
Total interest from all sources2010-12-31$44,118
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$879,223
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$71,219,281
Participant contributions at end of year2010-12-31$1,752,104
Participant contributions at beginning of year2010-12-31$677,682
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,081,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,165,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,247,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$309,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$311,834
Administrative expenses (other) incurred2010-12-31$3,159,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,152,367
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,262,155
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,414,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Income. Interest from US Government securities2010-12-31$37,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,048,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,466,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,466,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,618
Asset value of US Government securities at end of year2010-12-31$771,186
Asset value of US Government securities at beginning of year2010-12-31$732,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$69,195,506
Employer contributions (assets) at end of year2010-12-31$1,513,403
Employer contributions (assets) at beginning of year2010-12-31$2,141,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$132,591,162
Contract administrator fees2010-12-31$8,101,542
Liabilities. Value of benefit claims payable at end of year2010-12-31$11,679,300
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$12,540,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN

2022: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: JACOBS ENGINEERING GROUP INC. MEDICAL AND IDP PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedYes
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 2
Insurance contract or identification numberEXRK
Number of Individuals Covered18771
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $39,482
Total amount of fees paid to insurance companyUSD $47,379
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $789,648
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,482
Amount paid for insurance broker fees47379
Additional information about fees paid to insurance brokerMARKETING FEE
Insurance broker organization code?3
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number19765
Policy instance 1
Insurance contract or identification number19765
Number of Individuals Covered50671
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number19765
Policy instance 2
Insurance contract or identification number19765
Number of Individuals Covered51749
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number600750
Policy instance 1
Insurance contract or identification number600750
Number of Individuals Covered18896
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $64,145
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,282,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $64,145
Insurance broker organization code?4
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number19765
Policy instance 2
Insurance contract or identification number19765
Number of Individuals Covered51001
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number600750
Policy instance 1
Insurance contract or identification number600750
Number of Individuals Covered17384
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $111,177
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,223,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $111,177
Insurance broker organization code?4
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number600750
Policy instance 1
Insurance contract or identification number600750
Number of Individuals Covered17298
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $194,894
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,897,882
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $194,894
Insurance broker organization code?4
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number62749-6
Policy instance 1
Insurance contract or identification number62749-6
Number of Individuals Covered15759
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $293,409
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,890,149
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees293409
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?4
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number62749-6
Policy instance 2
Insurance contract or identification number62749-6
Number of Individuals Covered14160
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $205,422
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,108,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees205422
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?4
Insurance broker nameTOWERS WATSON DELAWARE INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 32311 )
Policy contract number647393
Policy instance 1
Insurance contract or identification number647393
Number of Individuals Covered11613
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $311,633
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $183,940
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES NATIONAL LLC
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number62749-6
Policy instance 2
Insurance contract or identification number62749-6
Number of Individuals Covered15085
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $232,702
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,654,044
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $232,702
Insurance broker organization code?4
Insurance broker nameTOWERS WATSON DELAWARE INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 32311 )
Policy contract number647393
Policy instance 1
Insurance contract or identification number647393
Number of Individuals Covered12206
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $155,686
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $155,686
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SERVICES USA INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 32311 )
Policy contract number647393
Policy instance 1
Insurance contract or identification number647393
Number of Individuals Covered13281
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $202,261
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $202,261
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SERVICES USA INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 32311 )
Policy contract number647393
Policy instance 1
Insurance contract or identification number647393
Number of Individuals Covered13225
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $302,287
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $302,287
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SERVICES USA INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number647393
Policy instance 1
Insurance contract or identification number647393
Number of Individuals Covered13709
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $263,189
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $96,840
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SERVICES USA INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number647393
Policy instance 1
Insurance contract or identification number647393
Number of Individuals Covered13516
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $361,559
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number578208
Policy instance 2
Insurance contract or identification number578208
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,319
Total amount of fees paid to insurance companyUSD $5,398
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $431,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,319
Amount paid for insurance broker fees5398
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SVCS USA, INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number647393
Policy instance 1
Insurance contract or identification number647393
Number of Individuals Covered12676
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $73,605
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,379
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBRIDGESTREET CONSULTING, INC.

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