2023 Form 5500 filing — Jackson Offshore Operators, LLC Retirement Trust

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 20240814150035NAL0006563731001) for Jackson Offshore Operators, LLC Retirement Trust, reported by Jackson Offshore Operators, LLC under EIN 80-0717919 and plan number 001. It reports 220 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)$8.3MReported net assets$8,328,767
Participants220
Provider compensation$30.5K2 Schedule C row(s)$30,549
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240814150035NAL0006563731001
Plan sponsor
Jackson Offshore Operators, LLC
EIN
80-0717919
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8.3M total assets
Net assets$8.3MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$503.8K
Benefits paid / distributions$441.1K
Contributions
Employer$704.3K
Participant$1.4M
Full reported line items
Total assets (EOY)
$8,328,767
Total liabilities (EOY)
$0
Net assets (EOY)
$8,328,767
Employer contributions
$704,257
Participant contributions
$1,441,431
Total income / additions
$3,299,857
Benefits paid
$441,058
Administrative expenses
$30,549
Total expenses
$503,826
Net increase / (decrease)
$2,796,031
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT MGMT · Direct $26.5K
  2. 2
    RECORDKEEPER · Direct $4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240814150035NAL0006563731001 cover?
It is the 2023 Form 5500 filing for Jackson Offshore Operators, LLC Retirement Trust, reported by Jackson Offshore Operators, LLC (EIN 80-0717919).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages