Jacksonvile, FL Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jacksonvile, FL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $396,147,444 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $396,147,444
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $396,147,444
Contributions & income
- Employer contributions
- $13,290,719
- Participant contributions
- $23,160,079
- Total income / additions
- $82,419,635
Expenses & distributions
- Benefits paid / distributions
- $28,736,190
- Total expenses
- $29,524,815
- Net increase / (decrease)
- $52,894,820
Coverage
- Total reported participants
- 7,456
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jacksonvile, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Shands Jacksonville Retirement Plan | Shands Jacksonville Medical Center, Inc. | $396,147,444 | 2023 |
| Revalize Software Health & Welfare Benefits Plan | Revalize Software | not reported in the loaded dataset | 2023 |
| Revalize Software Symetra Life Benefits Plan | Revalize Software | not reported in the loaded dataset | 2023 |
Largest plans in Jacksonvile → · Jacksonvile plans by participants → · Jacksonvile plans with financial data → · Jacksonvile plans with provider compensation → · $1B+ plans in Jacksonvile →
Related Form 5500 pages
- All FL Form 5500 filings
- Shands Jacksonville Retirement Plan (plan 001)
- Shands Jacksonville Medical Center, Inc. — all reported plans
- Revalize Software Health & Welfare Benefits Plan (plan 501)
- Revalize Software — all reported plans
- Revalize Software Symetra Life Benefits Plan (plan 502)
- Methodology
- Data sources