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Original filing (PDF)20260115105007NAL0032224402001
JUNIOR ACHIEVEMENT, USA
Form 5500
FILING_RECEIVED
JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST
Health & welfare plan
Signals · 3
~672 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
1,155
Accounts w/ balance
—
Plan assets (EOY)
$9.1M
Net assets (EOY)
$8.2M
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
- 672 bps in Schedule C fees — 1193% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUNIOR ACHIEVEMENT, USA.
Plan sponsor
Name
JUNIOR ACHIEVEMENT, USA
EIN
84-1223492
Address
12320 ORACLE BLVD, STE 310 · COLORADO SPRINGS, CO · 80921
Phone
(719) 540-8000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-01-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER HEALTH & BENEFITS LLC | 34-2015463 | — | BROKER | $44K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS LLP | 44-0160260 | — | AUDITORS | $26K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | CLAIMS PROCESSOR | $400K | — |
| PEAK ADVISORY CONSULTING LLC | — | LENEXA, KS | NONE | $60K | — |
| CIGNA HEALTH AND LIFE INSUR CO | 59-1031071 | — | CLAIM ADMINISTRATION | $36K | — |
| COGNIZANT TECHNOLOGY SOLUTIONS | — | TEANECK, NJ | NONE | $20K | — |
| HUB INTERNATIONAL GREAT PLAINS | — | OMAHA, NE | NONE | $17K | — |
| HEALTH ADVOCATE SOLUTIONS INC | — | PLYMOUTH MEETING, PA | NONE | $7K | — |
| EYEMED VISION CARE | — | MASON, OH | CLAIMS PROCESSOR | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.