2023 Form 5500 filing — Jackson National Life Insurance Company Defined Contribution 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 20241014101024NAL0014747059001) for Jackson National Life Insurance Company Defined Contribution Plan, reported by Jackson National Life Insurance Company under EIN 38-1659835 and plan number 001. It reports 5,513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101024NAL0014747059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson National Life Insurance Company
- EIN
- 38-1659835
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 5,513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,286,700,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,286,700,126
- Employer contributions
- $34,781,359
- Participant contributions
- $30,587,692
- Total income / additions
- $256,936,633
- Benefits paid
- $119,253,719
- Administrative expenses
- $43,228
- Total expenses
- $119,298,108
- Net increase / (decrease)
- $137,638,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,411 | not reported in the loaded dataset |