Civic Intelligence

Jacobs Engineering Group Medical Plan Trust

990 • Fiscal year 2018 • EIN 95-4706460

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 15, 2019

Organization ProfileN/A
1999 Bryan St Suite 1200Dallas, TX 75201

(214) 638-0145

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

100th percentile

11.25x

Higher debt load relative to assets than 100% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.09x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Net Margin

27th percentile

-1.1%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Asset Growth

1st percentile

-58%

Faster asset growth than 1% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

3.7%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$1,440,049

Down $1,961,493 (-58%) from 2017

Net Assets

Down

-$14,765,951

Down $2,700,493 (-22%) from 2017

Liabilities

Up

$16,206,000

Up $739,000 (+4.8%) from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin27th percentile

Revenue

Up

$174,096,406

Up $6,248,547 (+3.7%) from 2017

Expenses

Down

$176,057,899

Down $30,231 (-0.0%) from 2017

Net Income

Up

-$1,961,493

Up $6,278,778 (+76%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$10M$0-$10M-$20MAssets 2011: $11,283,781Liabilities 2011: $11,573,000Net Assets 2011: -$289,2192011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $13,525,263Liabilities 2013: $11,043,000Net Assets 2013: $2,482,2632013Assets 2014: $10,070,645Liabilities 2014: $11,304,000Net Assets 2014: -$1,233,3552014Assets 2015: $11,175,481Liabilities 2015: $13,506,000Net Assets 2015: -$2,330,5192015Assets 2016: $11,641,813Liabilities 2016: $13,532,000Net Assets 2016: -$1,890,1872016Assets 2017: $3,401,542Liabilities 2017: $15,467,000Net Assets 2017: -$12,065,4582017Assets 2018: $1,440,049Liabilities 2018: $16,206,000Net Assets 2018: -$14,765,9512018

Highlighted filing

2018

Assets$1,440,049
Liabilities$16,206,000
Net Assets-$14,765,951
Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0-$50MRevenue 2011: $127,055,809Expenses 2011: $126,776,534Net Income 2011: $279,2752011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $144,869,346Expenses 2013: $140,456,305Net Income 2013: $4,413,0412013Revenue 2014: $156,066,158Expenses 2014: $159,520,776Net Income 2014: -$3,454,6182014Revenue 2015: $181,421,531Expenses 2015: $182,403,523Net Income 2015: -$981,9922015Revenue 2016: $182,944,846Expenses 2016: $182,478,514Net Income 2016: $466,3322016Revenue 2017: $167,847,859Expenses 2017: $176,088,130Net Income 2017: -$8,240,2712017Revenue 2018: $174,096,406Expenses 2018: $176,057,899Net Income 2018: -$1,961,4932018

Highlighted filing

2018

Revenue$174,096,406
Expenses$176,057,899
Net Income-$1,961,493
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 15, 2019
Return Version
2017v2.3
Gross Receipts
$174,096,406
Mission and Program Overview

Mission

Jacobs engineering group inc. Has adopted a medical plan to provide medical benefits for eligible employees who are in need of medical care after meeting requirements as set forth in the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,401,542$1,440,049▼ $1,961,493
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-12,065,458$-14,765,951▼ $2,700,493
Total Assets$3,401,542$1,440,049▼ $1,961,493
Liabilities
Other Liabilities$15,467,000$16,206,000▲ $739,000
Total Liabilities$15,467,000$16,206,000▲ $739,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$-12,065,458$-14,765,951▼ $2,700,493
Total Liabilities and Net Assets / Fund Balance$3,401,542$1,440,049▼ $1,961,493
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
-Trustee Paid by Sponsor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$174,066,331
Investment Income
$30,075
Other Revenue
$0
Change in Net Assets
$-1,961,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,881,263
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$160,176,636--$160,176,636
Other Expenses$4,658,266$14,932-$14,932
Total Functional Expenses$164,834,902$11,222,997$0$176,057,899
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Benefit Obligations$16,206,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The plan has members (i.e. Participants) who are enrolled in and receiving benefits from the plan.”

Form 990, Part VI, Section A, line 8A

“The plan did not contemporaneously document the meetings held or written actions undertaken during the year by the governing body or any committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section A, line 8B

“PLEASE REFER TO PART VI, LINE 8a.”

Form 990, Part VI, Section B, line 11B

“No review was or will be conducted on this form 990.”

Form 990, Part VI, Section C, line 19

“The plan does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

FORM 990, PART VI, SECTION A, LINE 9:

“Institutional trustee - wells fargo bank, n.a., 707 wilshire blvd, los angeles, ca 90017”

Filing and Contact Details

Filer

Filer Name
Jacobs Engineering Group Medical Plan
EIN
95-4706460
Phone
2146380145
Address
1999 BRYAN ST SUITE 1200, DALLAS, TX 75201

Signing Officer

Name
Erik Ammidown
Title
Sr. Director Global Benefits
Phone
2146380145
Signed
2019-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Berryman
Formed
1998
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Willis Towers Watson US LLC
Address
1001 LAKESIDE AVENUE SUITE 1500, CLEVELAND, OH 44114
Preparer
Suzan Beclay
Phone
2169374089
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 5:

“Increase in accrued benefit obligations $739,000”

Raw XML Appendix305 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0JACOBS ENGINEERING GROUP INC. HAS ADOPTED A MEDICAL PLAN TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES WHO ARE IN NEED OF MEDICAL CARE AFTER MEETING REQUIREMENTS AS SET FORTH IN THE PLAN.
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0160176636
IRS990/BenefitsToMembersGrp/TotalAmt0160176636
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990/BooksInCareOfDetail/PhoneNum02132533230
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0707 WILSHIRE BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090017
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
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IRS990/CreditCounselingInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
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IRS990/EmployeeCnt00
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IRS990/FamilyOrBusinessRlnInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE PAID BY SPONSOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0174096406
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt030075
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030075
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0JACOBS ENGINEERING GROUP INC. HAS ADOPTED A MEDICAL PLAN TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES WHO ARE IN NEED OF MEDICAL CARE AFTER MEETING REQUIREMENTS AS SET FORTH IN THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-12065458
IRS990/NetAssetsOrFundBalancesEOYAmt0-14765951
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-739000
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc2INCIDENTAL EXPENSES
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010245700
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1962365
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214932
IRS990/OtherExpensesGrp/ProgramServicesAmt04658266
IRS990/OtherExpensesGrp/TotalAmt010245700
IRS990/OtherExpensesGrp/TotalAmt14658266
IRS990/OtherExpensesGrp/TotalAmt2962365
IRS990/OtherExpensesGrp/TotalAmt314932
IRS990/OtherLiabilitiesGrp/BOYAmt015467000
IRS990/OtherLiabilitiesGrp/EOYAmt016206000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KEVIN BERRYMAN
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900001
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0158200000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115866331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0158200000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115866331
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0160414980
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09228
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IRS990/PYProgramServiceRevenueAmt0167838631
IRS990/PYRevenuesLessExpensesAmt0-8240271
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IRS990/PYTotalRevenueAmt0167847859
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1961493
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-12065458
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-14765951
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03401542
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01440049
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016206000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED BENEFIT OBLIGATIONS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt016206000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS MEMBERS (I.E. PARTICIPANTS) WHO ARE ENROLLED IN AND RECEIVING BENEFITS FROM THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN DID NOT CONTEMPORANEOUSLY DOCUMENT THE MEETINGS HELD OR WRITTEN ACTIONS UNDERTAKEN DURING THE YEAR BY THE GOVERNING BODY OR ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLEASE REFER TO PART VI, LINE 8a.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED ON THIS FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSTITUTIONAL TRUSTEE - WELLS FARGO BANK, N.A., 707 WILSHIRE BLVD, LOS ANGELES, CA 90017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INCREASE IN ACCRUED BENEFIT OBLIGATIONS $739,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION A, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 5:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0954081636
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0NON RESIDENTIAL BUILDING CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0JACOBS ENGINEERING GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0155 NORTH LAKE AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0PASADENA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd091101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE COMPANY SPONSORS CERTAIN SELF-INSURED MEDICAL BENEFIT PROGRAMS IN WHICH COVERAGE IS GENERALLY AVAILABLE TO ALL U.S. REGULAR, FULL-TIME, AND MODIFIED FULL-TIME EMPLOYEES OF THE COMPANY, WITH THE EXCEPTION OF EMPLOYEES COVERED BY COLLECTIVE BARGAINING AGREEMENTS. ELIGIBLE STAFF EMPLOYEES MAY ENROLL WITH BENEFIT COVERAGE EFFECTIVE THE FIRST DAY OF THE MONTH COINCIDING WITH OR FOLLOWING THEIR DATE OF HIRE. ELIGIBLE CRAFT EMPLOYEES MAY ENROLL WITH BENEFIT COVERAGE EFFECTIVE THE FIRST MONDAY FOLLOWING 60 DAYS OF SERVICE. ELIGIBLE EMPLOYEES MAY ELECT TO COVER NOT ONLY THEMSELF BUT ALSO THEIR SPOUSE (OR DOMESTIC PARTNER) AS WELL AS ELIGIBLE DEPENDENT CHILDREN. SUCH EMPLOYEES CONTRIBUTE AN AMOUNT (VIA PAYROLL DEDUCTION) AS DETERMINED ANNUALLY BY THE PLAN ADMINISTRATOR FOR EACH SELF-INSURED MEDICAL PLAN AND COVERAGE TIER. THE COMPANY FUNDS ANY ADDITIONAL BALANCE NECESSARY TO COVER ESTIMATED PLAN CLAIMS AND EXPENSES IN EXCESS OF AMOUNTS FUNDED ON A MONTHLY BASIS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 2(1)(D)
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt015866331
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SEE PART VII SUPPLEMENTAL INFO
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0JACOBS ENGINEERING GROUP INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03401542
IRS990/TotalAssetsEOYAmt01440049
IRS990/TotalAssetsGrp/BOYAmt03401542
IRS990/TotalAssetsGrp/EOYAmt01440049
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0164834902
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176057899
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015467000
IRS990/TotalLiabilitiesEOYAmt016206000
IRS990/TotalLiabilitiesGrp/BOYAmt015467000
IRS990/TotalLiabilitiesGrp/EOYAmt016206000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-12065458
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-14765951
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt0174066331
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030075
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174096406
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03401542
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01440049
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01999 BRYAN ST STE 1200
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075201
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK AMMIDOWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR. DIRECTOR GLOBAL BENEFITS
ReturnHeader/BusinessOfficerGrp/PhoneNum02146380145
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOBS ENGINEERING GROUP MEDICAL PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0954706460
ReturnHeader/Filer/PhoneNum02146380145
ReturnHeader/Filer/USAddress/AddressLine1Txt01999 BRYAN ST SUITE 1200
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00EB4CE1ACD44DB279B6C2D9A8476B20948576B96
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0158.82.159.130
ReturnHeader/FilingSecurityInformation/IPDt02019-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:50:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0530181291
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIS TOWERS WATSON US LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 LAKESIDE AVENUE SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044114
ReturnHeader/PreparerPersonGrp/PhoneNum02169374089
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZAN BECLAY
ReturnHeader/ReturnTs02019-08-15T12:51:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,440,049
Liabilities
$16,206,000
Net assets
-$14,765,951
Revenue
$174,096,406
Expenses
$176,057,899
Net income
-$1,961,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.44$16.2$14.8$174$176$1.96
2017Summary only. Only limited summary data is available for this year.$3.40$15.5$12.1$168$176$8.24
2016Summary only. Only limited summary data is available for this year.$11.6$13.5$1.89$183$182$0.47
2015Summary only. Only limited summary data is available for this year.$11.2$13.5$2.33$181$182$0.98
2014Summary only. Only limited summary data is available for this year.$10.1$11.3$1.23$156$160$3.45
2013Summary only. Only limited summary data is available for this year.$13.5$11.0$2.48$145$140$4.41
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$11.3$11.6$0.29$127$127$0.28