2023 Form 5500 filing — Jackson Healthcare 401(K) Savings 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 20240731110317NAL0022116785001) for Jackson Healthcare 401(K) Savings Plan, reported by Jackson Healthcare, LLC under EIN 81-0652936 and plan number 001. It reports 2,341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$167.7MReported net assets$167,734,255
Participants2.3K2,341
Provider compensation$456.2K7 Schedule C row(s)$456,224
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731110317NAL0022116785001
Plan sponsor
Jackson Healthcare, LLC
EIN
81-0652936
Plan number
001
Location
Alpharetta, GA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

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
Total assets (EOY)
$167,734,255
Total liabilities (EOY)
$0
Net assets (EOY)
$167,734,255
Employer contributions
$7,251,523
Participant contributions
$18,356,437
Total income / additions
$51,273,480
Benefits paid
$9,949,076
Administrative expenses
$453,022
Total expenses
$10,419,729
Net increase / (decrease)
$40,853,751
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $331.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $41.1K
  3. 3
    OTHER SERVICES · Direct $0 · Indirect $24.1K
  4. 4
    ACCOUNTANT · Direct $22.3K
  5. 5
    INVESTMENT ADVISORY · Direct $21.1K · Indirect $0
  6. 6
    Wbl$16.1K
    ACCOUNTANT · Direct $16.1K
  7. 7
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

Related Form 5500 pages