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
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,341 | H, C | 20240731110317NAL0022116785001 |
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
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.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $331,631 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISORY | $41,099 | not reported in the loaded dataset | 2023 |
| Orenda Retirement, LLC | OTHER SERVICES | $0 | $24,069 | 2023 |
| Jackson Healthcare | ACCOUNTANT | $22,275 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $21,070 | $0 | 2023 |
| Wbl | ACCOUNTANT | $16,080 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Healthcare, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Principal Life Insurance Company — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Orenda Retirement, LLC — Schedule C compensation
- Jackson Healthcare — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation
- Wbl — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation