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Form 5500 · Retirement plan · JACKSONVILLE, FL

JEWISH FAMILY & COMMUNITY SERVICES, INC.

The filing calls this plan 403(B) THRIFT PLAN OF JEWISH FAMILY & COMMUNITY SERVICES, INC.

JEWISH FAMILY & COMMUNITY SERVICES, INC. of JACKSONVILLE, FL files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-0637868 · plan 004 · plan year 2025, filed Mar 23, 2026

Participants at the start of the year
337
Contracts on file
1
Contract value
$3,802
Plan year end
June

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $3,802 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC264June$3,802$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
JEWISH FAMILY & COMMUNITY SERVICES, INC.
EIN 59-0637868
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$31,766
paid directly by the plan
MAI CAPITAL MANAGEMENT, LLC
INVESTMENT ADVISORY · EIN 61-1495162
$0
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT L
INV ADV, PARTICIPANTS · EIN 36-4317381
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$2,891,239
Paid out in benefits
$170,531
Participants at the start of the year
337
Participants with account balances
252

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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JEWISH FAMILY & COMMUNITY SERVICES, INC. — retirement plan: annuity and GIC contracts on Schedule A · Form5500Lookup