Jackson National Life Insurance Company Defined Contribution Plan — Form 5500 plan (Jackson National Life Insurance Company)

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 National Life Insurance Company Defined Contribution Plan is a benefit plan reported by Jackson National Life Insurance Company under EIN 38-1659835 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,513 participants and $1,286,700,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jackson National Life Insurance Company
EIN
38-1659835
Plan number
001
Plan type
2
Location
Lansing, MI
Latest filing year
2023
Participants
5,513
End-of-year plan assets
$1,286,700,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,513H, C20241014101024NAL0014747059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,286,700,126
Total liabilities (EOY)
$0
Net assets (EOY)
$1,286,700,126
Net assets (BOY)
$1,149,061,601

Income & contributions

Employer contributions
$34,781,359
Participant contributions
$30,587,692
Total contributions
$68,353,150
Total income / additions
$256,936,633

Expenses & distributions

Benefits paid
$119,253,719
Administrative expenses
$43,228
Total expenses
$119,298,108
Net increase / (decrease)
$137,638,525

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$46,411not reported in the loaded dataset2023

Related Form 5500 pages