Plan5500

Jrmb Ii Pension Plan — Form 5500 plan (Jrmb Ii, Inc.)

Plain-English plan 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, Jrmb Ii Pension Plan is a benefit plan reported by Jrmb Ii, Inc. under EIN 27-3629393 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $26,621,783 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jrmb Ii, Inc.
EIN
27-3629393
Plan number
001
Plan type
3
Location
Lawton, OK
Latest filing year
2023
Participants
286
End-of-year plan assets
$26,621,783

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20240920074741NAL0012563824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,621,783
Total liabilities (EOY)
$0
Net assets (EOY)
$26,621,783
Net assets (BOY)
$23,388,840

Income & contributions

Total contributions
$0
Total income / additions
$5,629,799

Expenses & distributions

Benefits paid
$2,313,380
Administrative expenses
$83,476
Total expenses
$2,396,856
Net increase / (decrease)
$3,232,943

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Marsh & Mclennan AgencyNONE$38,239not reported in the loaded dataset2023
Eide Baily LlpNONE$13,500not reported in the loaded dataset2023

Related Form 5500 pages