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Original filing (PDF)20251014141211NAL0003124945004
THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY LLC JHU/APL
Form 5500
FILING_RECEIVED
THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY STAFF HEALTH AND WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 3
100% in single holding~389 bps in Sched C feesNo recordkeeper disclosed
Active participants
9,013
Accounts w/ balance
—
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "The Johns Hopkins University Applied Physics Interest in The Johns Hopkins University Applied Physics Laboratory Medical and Dental Insurance Trust Laboratory Medical and Dental Insurance Trust" is 100% of plan.
- 389 bps in Schedule C fees — 1240% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY LLC JHU/APL.
Plan sponsor
Name
THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY LLC JHU/APL
EIN
52-0595111
Address
11100 JOHNS HOPKINS ROAD · LAUREL, MD · 207236099
Phone
(240) 228-9238
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
506
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
SB & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA BEHAVIORAL HEALTH, LCC | — | HARTFORD, CT | PLAN ADMINISTRATOR | $298K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | NONE | $355K | — |
Investments
1 pooled fund· $11.1M(66% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JHU APL MEDICAL AND DENTAL INS TRST THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY LLC · EIN 52-1259299 / PN 501 | Master Trust | — | $14.7M | $11.1M | 66.3% |
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