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Original filing (PDF)20251015150255NAL0002627475001

JETBLUE AIRWAYS CORPORATION

Form 5500
FILING_RECEIVED
JETBLUE AIRWAYS RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed49 service providers
Active participants
23,089
Accounts w/ balance
26,861
Plan assets (EOY)
$5.4B
Net assets (EOY)
$5.4B
How this plan invests
This plan
39 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JETBLUE AIRWAYS CORPORATION.
Plan sponsor
Name
JETBLUE AIRWAYS CORPORATION
EIN
87-0617894
Address
27-01 QUEENS PLAZA NORTH 7TH FLOOR · LONG ISLAND CITY, NY · 11101
Phone
(800) 466-5062
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

49 rows
Other
49
NameEINLocationRelationDirect compIndirect comp
EMPOWER LIFE & ANNUITY INSURANCE CO84-0467907NONE$1.3M
MORGAN LEWIS & BOCKIUS LLPPHILADELPHIA, PANONE$138K
MERCER INVESTMENT CONSULTING INCDALLAS, TXNONE$120K
SMITH ANGLIN FINANCIAL LLC26-0778361NONE$88K
FISHER INVESTMENTS20-2480800NONE$82K
MORNINGSTAR INVESTMENT SERVICE36-4410122NONE$69K
O'HAGAN GROUP INC27-5551168NONE$50K
SINGER WEALTH ADVISORS LLC46-4915730NONE$44K
CHARLES SCHWAB & CO., INC.94-1737782NONE$44K
WELLINGTON WEALTH STRATEGIES84-3308570NONE$34K
CREATIVE PLANNING LLC43-1270780NONE$30K
DAKOTA WEALTH LLC84-3173213NONE$28K
SEASCAPE CAPITAL MANAGEMENT27-1363066NONE$27K
WOODLEY FARRA MANION PORTFOLIO35-1964649NONE$26K
MITCHELL ADVISORY INC54-1566943NONE$24K
PARSONS CAPITAL MGMT LLC54-1566943NONE$23K
MOUNTAIN CAPITAL INVESTMENT AD27-4826969NONE$20K
IHT WEALTH MANAGEMENT LLC46-5509437NONE$18K
KRILOGY FINANCIAL LLC26-3835498NONE$18K
HBW ADVISORY SERVICES20-8709926NONE$17K
ALLGEN FINANCIAL ADVISORS INC73-1662717NONE$16K
TOTAL INVESTMENT MANAGEMENT IN86-0912979NONE$15K
SOLITUDE FINANCIAL SERVICES45-1579876NONE$15K
PAULSON WEALTH MANAGEMENT INC47-3668743NONE$15K
CERITY PARTNERS LLC27-1180831NONE$14K
DYNAMIC WEALTH ADVISORS26-3945512NONE$14K
SYMPHONY FINANCIAL LTD. CO55-0808353NONE$14K
REVERE ASSET MANAGEMENT INC27-1650711NONE$12K
ENVESTNET ASSET MANAGEMENT INC36-4319587NONE$12K
AMERITAS ADVISORY SERVICES LLC84-4383499NONE$11K
DRIVEN INVESTMENTS LLC85-1639367NONE$10K
CORNERSTONE WEALTH GROUP LLC82-2502694NONE$10K
JOHNSON INVESTMENT COUNSEL INC31-1801770NONE$10K
COLLINS WEALTH MANAGEMENT INC26-2542237NONE$10K
ONE DAY IN JULY LLC81-2663589NONE$9K
DELTA INVESTMENT MANAGEMENT LL26-3894033NONE$8K
CWM LLC27-4011107NONE$8K
ONE WEALTH CAPITAL93-2102996NONE$8K
QDRO CONSULTANTS COMPANY, LLC34-1820650NONE$8K
ALLWORTH FINANCIAL LP68-0372662NONE$7K
EP WEALTH ADVISORS, LLC33-0152539NONE$7K
WILLIAMS JONES WEALTH MANAGEME84-1838627NONE$7K
WITHUM WEALTH MANAGEMENT90-0729936NONE$7K
NOTTINGHAM ADVISORS INC16-1133372NONE$6K
KNIGHTSBRIDGE ASSET MGMT LLC33-0815732NONE$6K
WEALTH ENHANCEMENT ADVISORY SE41-2016508NONE$6K
SAINT FRANCIS CAPITAL LLC46-5694010NONE$5K
CEDRUS LLC83-2849623NONE$5K
THE PATRIOT FINANCIAL GROUP90-0138117NONE$5K

Investments

8 direct securities · 39 pooled funds· $6.1B(100% 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.

Common Collective Trust
$3.7B
39 holdings
Uncategorized
$2.4B
8 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Participant loans Maturing through 2050 Interest rates ranging between 4.24% to 9.50%$821.6M15.1%
PRUDENTIAL TRUST COMPANY PRUDENTIAL CORE BOND FUND 7$649.4M11.9%
VANGUARD INSTITUTIONAL 500 INDEX TR
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001
Common Collective Trust
$649.4M11.9%
VANGUARD TARGET RETIRE 2040 TRUST S
VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001
Common Collective Trust
$404.0M7.4%
CHARLES SCHWAB Self directed brokerage accounts$382.1M7.0%
VANGUARD TARGET RETIRE 2035 TRUST S
VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001
Common Collective Trust
$366.4M6.7%
VANGUARD TARGET RETIRE 2030 TRUST S
VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001
Common Collective Trust
$346.4M6.4%
VANGUARD TARGET RETIRE 2045 TRUST S
VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001
Common Collective Trust
$314.9M5.8%
VANGUARD TARGET RETIRE 2050 TRUST S
VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001
Common Collective Trust
$244.2M4.5%
WELLINGTON MGMT INTERNATIONAL BLEND FUND$243.0M4.5%
VANGUARD EXTENDED MARKET INDEX TRUS
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001
Common Collective Trust
$193.4M3.5%
VANGUARD TARGET RETIRE 2055 TRUST S
VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001
Common Collective Trust
$177.9M3.3%
VANGUARD DEVELOPED MARKETS INDEX TR
VANGUARD FIDUCIARY TRUST COMPANY · EIN 86-6632044 / PN 001
Common Collective Trust
$156.6M2.9%
VANGUARD TARGET RETIRE 2025 TRUST S
VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001
Common Collective Trust
$145.4M2.7%
T. ROWE PRICE NEW HORIZONS TRUST
T.ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 014
Common Collective Trust
$140.6M2.6%
T. ROWE PRICE MID-CAP GROWTH EQUITY
T. ROWE PRICE TRUST COMPANY · EIN 35-2425738 / PN 001
Common Collective Trust
$119.0M2.2%
T. ROWE PRICE TRUST COMPANY T. ROWE BLUE CHIP GROWTH FUND$100.4M1.8%
VANGUARD FIDUCIARY TRUST COMPANY VANGUARD EXTENDED MARKET INDEX TRUST$83.9M1.5%
T. ROWE PRICE SMALL-CAP VALUEEQUITY
T.ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001
Common Collective Trust
$83.9M1.5%
VANGUARD TARGET RETIRE 2060 TRUST S
VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001
Common Collective Trust
$81.4M1.5%
T. ROWE PRICE MID-CAP VALUE EQUITY
T.ROWE PRICE TRUST COMPANY · EIN 35-6941663 / PN 001
Common Collective Trust
$69.3M1.3%
VANGUARD TOTAL BOND MARKET INDEX TR
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001
Common Collective Trust
$65.1M1.2%
T. ROWE PRICE TRUST COMPANY T. ROWE PRICE EQUITY INCOME STRATEGY$62.2M1.1%
VANGUARD TARGET RETIRE 2020 TRUST S
VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001
Common Collective Trust
$54.7M1.0%
VANGUARD TARGET RETIRE INC TRUST SE
VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001
Common Collective Trust
$36.7M0.7%
VANGUARD FIDUCIARY TRUST COMPANY VANGUARD TOTAL BOND MARKET INDEX TRUST C$33.0M0.6%
PRUDENTIAL CORE BOND FUND 7
PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 125
Common Collective Trust
$33.0M0.6%
VANGUARD TARGET RETIRE 2065 TRUST S
VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001
Common Collective Trust
$30.3M0.6%
VANGUARD TARGET RETIRE 2070 TRUST S
VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001
Common Collective Trust
$7.3M0.1%
VANGUARD TARGET RETIRE 2020 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001
Common Collective Trust
$0<0.1%
VANGUARD TARGET RETIRE 2025 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001
Common Collective Trust
$0<0.1%
VANGUARD TARGET RETIRE 2030 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001
Common Collective Trust
$0<0.1%
VANGUARD TARGET RETIRE 2035 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001
Common Collective Trust
$0<0.1%
VANGUARD TARGET RETIRE 2040 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001
Common Collective Trust
$0<0.1%
VANGUARD TARGET RETIRE 2045 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001
Common Collective Trust
$0<0.1%
VANGUARD TARGET RETIRE 2050 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001
Common Collective Trust
$0<0.1%
T.ROWE PRICE BLUE CHIP GROWTH TRUST
T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004
Common Collective Trust
$0<0.1%
VANGUARD INSTITUTIONAL 5500 INDEX T
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001
Common Collective Trust
$0<0.1%
VANGUARD TARGET RETIRE 2055 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001
Common Collective Trust
$0<0.1%
VANGUARD TARGET RETIRE 2060 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001
Common Collective Trust
$0<0.1%
VANGUARD TARGET RETIRE 2065 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001
Common Collective Trust
$0<0.1%
VANGUARD TARGET RETIRE 2070 TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001
Common Collective Trust
$0<0.1%
WTC CIF II INTERNATIONAL OPPRTNTS S
WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 199
Common Collective Trust
$0<0.1%
VANGUARD EXTENDED MARKET INDEX TRUS
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001
Common Collective Trust
$0<0.1%
VANGUARD TOTAL BOND MARKET INDEX TR
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001
Common Collective Trust
$0<0.1%
T. ROWE PRICE EQUITY INCOME TRUST
T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 011
Common Collective Trust
$0<0.1%
VANGUARD TARGET RETIRE INCOME
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001
Common Collective Trust
$0<0.1%