Plan5500

Jackson Healthcare 401(K) Savings Plan — Form 5500 plan (Jackson Healthcare, LLC)

Plain-English plan 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, Jackson Healthcare 401(K) Savings Plan is a benefit plan reported by Jackson Healthcare, LLC under EIN 81-0652936 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,341 participants and $167,734,255 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$167.7MPlan net assets, end of year$167,734,255
Participants2.3KCovered participants reported2,341
Assets / participant$71.7KComputed: assets ÷ participants$71,651 (computed)
Provider compensation$456.2K7 Schedule C provider row(s)$456,224
Plan sponsor
Jackson Healthcare, LLC
EIN
81-0652936
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,341 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$167.7M total assets
Net assets$167.7MLiabilities$0
Money in vs. money out
Total income / additions$51.3M
Total expenses$10.4M
Benefits paid / distributions$9.9M
Contributions
Employer$7.3M
Participant$18.4M
Full reported line items

Net assets

Total assets (EOY)
$167,734,255
Total liabilities (EOY)
$0
Net assets (EOY)
$167,734,255
Net assets (BOY)
$116,422,048

Income & contributions

Employer contributions
$7,251,523
Participant contributions
$18,356,437
Total contributions
$28,067,523
Total income / additions
$51,273,480

Expenses & distributions

Benefits paid
$9,949,076
Administrative expenses
$453,022
Total expenses
$10,419,729
Net increase / (decrease)
$40,853,751
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$331.6K
    CONTRACT ADMINISTRATOR · Direct $331.6K · Indirect $0
  2. 2
    Onedigital Investment Advisors LLC$41.1K
    INVESTMENT ADVISORY · Direct $41.1K
  3. 3
    Orenda Retirement, LLC$24.1K
    OTHER SERVICES · Direct $0 · Indirect $24.1K
  4. 4
    Jackson Healthcare$22.3K
    ACCOUNTANT · Direct $22.3K
  5. 5
    Resources Investment Advisors$21.1K
    INVESTMENT ADVISORY · Direct $21.1K · Indirect $0
  6. 6
    Wbl$16.1K
    ACCOUNTANT · Direct $16.1K
  7. 7
    Morningstar Investment Management$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

Related Form 5500 pages