2023 Form 5500 filing — Jack In The Box Inc. Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014175402NAL0015385075001) for Jack In The Box Inc. Retirement Plan, reported by Jack In The Box Inc. under EIN 95-2698708 and plan number 001. It reports 8,058 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175402NAL0015385075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jack In The Box Inc.
- EIN
- 95-2698708
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 8,058
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $297,241,118
- Total liabilities (EOY)
- $75,135
- Net assets (EOY)
- $297,165,983
- Total income / additions
- $16,658,503
- Benefits paid
- $29,199,921
- Administrative expenses
- $1,906,423
- Total expenses
- $31,106,344
- Net increase / (decrease)
- -$14,447,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARIAL, CONSULTING | $399,564 | not reported in the loaded dataset |
| Alight Solutions LLC | RECORDKEEPER | $166,599 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $127,897 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | INVESTMENT MGMT | $117,617 | not reported in the loaded dataset |
| Causeway Capital Management LLC | INVESTMENT MGMT | $98,638 | not reported in the loaded dataset |
| Verus | INVESTMENT ADVISORY | $40,000 | not reported in the loaded dataset |
| Bdo Usa, P.C. | AUDITOR | $33,300 | not reported in the loaded dataset |
| Panagora Asset Management | INVESTMENT MANAGEMENT | $23,852 | not reported in the loaded dataset |
| Independent Insurance Analysts LLC | NONE | $7,500 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | INVESTMENT MGMT | $7,474 | not reported in the loaded dataset |