2023 Form 5500 filing — Jetblue Airways Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015143030NAL0016629571001) for Jetblue Airways Retirement Plan, reported by Jetblue Airways Corporation under EIN 87-0617894 and plan number 001. It reports 28,436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143030NAL0016629571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jetblue Airways Corporation
- EIN
- 87-0617894
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 28,436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,628,191,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,628,191,926
- Employer contributions
- $246,512,129
- Participant contributions
- $143,786,877
- Total income / additions
- $1,102,227,074
- Benefits paid
- $199,303,026
- Administrative expenses
- $1,479,175
- Total expenses
- $211,671,866
- Net increase / (decrease)
- $890,555,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $1,352,404 | $0 |
| Mercer Investment Consulting Inc | NONE | $117,471 | not reported in the loaded dataset |
| Fisher Investments | NONE | $51,661 | not reported in the loaded dataset |
| Smith Anglin Financial LLC | NONE | $44,928 | not reported in the loaded dataset |
| Singer Wealth Advisors LLC | NONE | $34,732 | not reported in the loaded dataset |
| O'Hagan Group Inc | NONE | $29,224 | not reported in the loaded dataset |
| Wellington Wealth Strategies | NONE | $23,471 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $23,187 | $5 |
| Seascape Capital Management | NONE | $22,480 | not reported in the loaded dataset |
| Mitchell Advisory Inc | NONE | $20,009 | not reported in the loaded dataset |
| Solitude Financial Services | NONE | $19,546 | not reported in the loaded dataset |
| Parsons Capital Mgmt LLC | NONE | $19,195 | not reported in the loaded dataset |
| Woodley Farra Manion Portfolio | NONE | $17,615 | not reported in the loaded dataset |
| Hbw Advisory Services | NONE | $15,920 | not reported in the loaded dataset |
| Revere Asset Management Inc | NONE | $15,381 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $14,380 | not reported in the loaded dataset |
| Total Investment Management In | NONE | $12,474 | not reported in the loaded dataset |
| Cerity Partners LLC | NONE | $12,271 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $12,224 | not reported in the loaded dataset |
| Iht Wealth Management LLC | NONE | $12,128 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | NONE | $10,504 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $9,300 | not reported in the loaded dataset |
| Ameritas Advisory Services LLC | NONE | $8,385 | not reported in the loaded dataset |
| Svb Wealth LLC | NONE | $8,060 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $7,609 | not reported in the loaded dataset |
| Mountain Capital Investment Ad | NONE | $7,441 | not reported in the loaded dataset |
| Dakota Wealth LLC | NONE | $7,197 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $7,061 | not reported in the loaded dataset |
| Driven Investments LLC | NONE | $6,991 | not reported in the loaded dataset |
| Delta Investment Management Ll | NONE | $6,549 | not reported in the loaded dataset |
| Johnson Investment Counsel Inc | NONE | $5,107 | not reported in the loaded dataset |
| Nottingham Advisors Inc | NONE | $5,075 | not reported in the loaded dataset |
| Collins Wealth Management Inc | NONE | $5,030 | not reported in the loaded dataset |