401k Plan data: THE JACKSON LABORATORY RETIREMENT PLAN plan

THE JACKSON LABORATORY RETIREMENT PLAN 401k Plan overview

Plan Name	THE JACKSON LABORATORY RETIREMENT PLAN
Plan identification number	001

THE JACKSON LABORATORY RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE JACKSON LABORATORY has sponsored the creation of one or more 401k plans.

Company Name: THE JACKSON LABORATORY

Employer identification number (EIN): 010211513

NAIC Classification: 621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JACKSON LABORATORY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 WAYNE GREGERSEN
001 2013-01-01 LINDA JENSEN, CFO
001 2012-01-01 LINDA JENSEN, CFO
001 2011-01-01 LINDA JENSEN, CFO
001 2010-01-01 LINDA JENSEN, CFO LINDA JENSEN, CFO 2011-09-28
001 2009-01-01 LINDA JENSEN LINDA JENSEN, CFO 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	WAYNE GREGERSEN
001	2013-01-01	LINDA JENSEN, CFO
001	2012-01-01	LINDA JENSEN, CFO
001	2011-01-01	LINDA JENSEN, CFO
001	2010-01-01	LINDA JENSEN, CFO	LINDA JENSEN, CFO	2011-09-28
001	2009-01-01	LINDA JENSEN	LINDA JENSEN, CFO	2010-10-07

Plan Statistics for THE JACKSON LABORATORY RETIREMENT PLAN

401k plan membership statisitcs for THE JACKSON LABORATORY RETIREMENT PLAN

Measure Date Value
2014: THE JACKSON LABORATORY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE JACKSON LABORATORY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 117
Number of retired or separated participants receiving benefits 2013-01-01 66
Number of other retired or separated participants entitled to future benefits 2013-01-01 38
Total of all active and inactive participants 2013-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE JACKSON LABORATORY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 121
Number of retired or separated participants receiving benefits 2012-01-01 59
Number of other retired or separated participants entitled to future benefits 2012-01-01 37
Total of all active and inactive participants 2012-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE JACKSON LABORATORY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 124
Number of retired or separated participants receiving benefits 2011-01-01 58
Number of other retired or separated participants entitled to future benefits 2011-01-01 39
Total of all active and inactive participants 2011-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE JACKSON LABORATORY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 134
Number of retired or separated participants receiving benefits 2010-01-01 50
Number of other retired or separated participants entitled to future benefits 2010-01-01 40
Total of all active and inactive participants 2010-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE JACKSON LABORATORY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 139
Number of retired or separated participants receiving benefits 2009-01-01 47
Number of other retired or separated participants entitled to future benefits 2009-01-01 37
Total of all active and inactive participants 2009-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 5
Total participants 2009-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: THE JACKSON LABORATORY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE JACKSON LABORATORY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	117
Number of retired or separated participants receiving benefits	2013-01-01	66
Number of other retired or separated participants entitled to future benefits	2013-01-01	38
Total of all active and inactive participants	2013-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE JACKSON LABORATORY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	121
Number of retired or separated participants receiving benefits	2012-01-01	59
Number of other retired or separated participants entitled to future benefits	2012-01-01	37
Total of all active and inactive participants	2012-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE JACKSON LABORATORY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	124
Number of retired or separated participants receiving benefits	2011-01-01	58
Number of other retired or separated participants entitled to future benefits	2011-01-01	39
Total of all active and inactive participants	2011-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE JACKSON LABORATORY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	134
Number of retired or separated participants receiving benefits	2010-01-01	50
Number of other retired or separated participants entitled to future benefits	2010-01-01	40
Total of all active and inactive participants	2010-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE JACKSON LABORATORY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	139
Number of retired or separated participants receiving benefits	2009-01-01	47
Number of other retired or separated participants entitled to future benefits	2009-01-01	37
Total of all active and inactive participants	2009-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	5
Total participants	2009-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE JACKSON LABORATORY RETIREMENT PLAN

Measure	Date	Value
2014 : THE JACKSON LABORATORY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-26	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-26	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-26	$0
Total income from all sources (including contributions)	2014-09-26	$515,566
Total loss/gain on sale of assets	2014-09-26	$0
Total of all expenses incurred	2014-09-26	$7,358,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-26	$7,352,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-26	$530,319
Value of total assets at end of year	2014-09-26	$0
Value of total assets at beginning of year	2014-09-26	$6,843,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-26	$6,399
Total interest from all sources	2014-09-26	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-09-26	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-26	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-09-26	$0
Was this plan covered by a fidelity bond	2014-09-26	Yes
Value of fidelity bond cover	2014-09-26	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-26	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-26	No
Assets. Other investments not covered elsewhere at end of year	2014-09-26	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-09-26	$3,773,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-26	No
Value of net income/loss	2014-09-26	$-6,843,030
Value of net assets at end of year (total assets less liabilities)	2014-09-26	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-09-26	$6,843,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-26	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-26	No
Were any leases to which the plan was party in default or uncollectible	2014-09-26	No
Value of interest in pooled separate accounts at end of year	2014-09-26	$0
Value of interest in pooled separate accounts at beginning of year	2014-09-26	$3,069,322
Expenses. Payments to insurance carriers foe the provision of benefits	2014-09-26	$4,536,199
Net investment gain/loss from pooled separate accounts	2014-09-26	$-14,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-26	Yes
Was there a failure to transmit to the plan any participant contributions	2014-09-26	No
Has the plan failed to provide any benefit when due under the plan	2014-09-26	No
Contributions received in cash from employer	2014-09-26	$530,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-26	$2,815,998
Contract administrator fees	2014-09-26	$6,399
Did the plan have assets held for investment	2014-09-26	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-26	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-26	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-26	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-26	Disclaimer
Accountancy firm name	2014-09-26	MACPAGE LLC
Accountancy firm EIN	2014-09-26	010242373
2013 : THE JACKSON LABORATORY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$977,045
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$318,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$312,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$823,805
Value of total assets at end of year	2013-12-31	$6,843,030
Value of total assets at beginning of year	2013-12-31	$6,184,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,749
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$3,773,708
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$658,599
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,843,030
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,184,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,069,322
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$6,023,533
Net investment gain/loss from pooled separate accounts	2013-12-31	$153,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$823,805
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$160,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$312,697
Contract administrator fees	2013-12-31	$5,749
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MACPAGE LLC
Accountancy firm EIN	2013-12-31	010242373
2012 : THE JACKSON LABORATORY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,087
Total income from all sources (including contributions)	2012-12-31	$840,571
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$304,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$299,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$308,993
Value of total assets at end of year	2012-12-31	$6,184,431
Value of total assets at beginning of year	2012-12-31	$5,649,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,549
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$8,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$535,746
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,184,431
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,648,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$6,023,533
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$5,577,152
Net investment gain/loss from pooled separate accounts	2012-12-31	$522,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$308,993
Employer contributions (assets) at end of year	2012-12-31	$160,898
Employer contributions (assets) at beginning of year	2012-12-31	$72,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$299,276
Contract administrator fees	2012-12-31	$5,549
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$1,087
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MACPAGE LLC
Accountancy firm EIN	2012-12-31	010242373
2011 : THE JACKSON LABORATORY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$81,977
Total income from all sources (including contributions)	2011-12-31	$348,159
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$421,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$407,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$205,368
Value of total assets at end of year	2011-12-31	$5,649,772
Value of total assets at beginning of year	2011-12-31	$5,803,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,886
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$81,977
Administrative expenses (other) incurred	2011-12-31	$13,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-72,862
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,648,685
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,721,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$5,577,152
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,669,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$142,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$205,368
Employer contributions (assets) at end of year	2011-12-31	$72,620
Employer contributions (assets) at beginning of year	2011-12-31	$1,133,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$407,135
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$1,087
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MACDONALD PAGE
Accountancy firm EIN	2011-12-31	010242373
2010 : THE JACKSON LABORATORY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$81,977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,858,356
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$366,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$270,437
Value of total corrective distributions	2010-12-31	$81,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,485,207
Value of total assets at end of year	2010-12-31	$5,803,524
Value of total assets at beginning of year	2010-12-31	$4,229,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,667
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$77,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$81,977
Other income not declared elsewhere	2010-12-31	$5,166
Administrative expenses (other) incurred	2010-12-31	$13,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,492,275
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,721,547
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,229,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,669,656
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,978,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$367,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,407,321
Employer contributions (assets) at end of year	2010-12-31	$1,133,868
Employer contributions (assets) at beginning of year	2010-12-31	$250,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$270,437
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MACDONALD PAGE
Accountancy firm EIN	2010-12-31	010242373
2009 : THE JACKSON LABORATORY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE JACKSON LABORATORY RETIREMENT PLAN

2014: THE JACKSON LABORATORY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE JACKSON LABORATORY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE JACKSON LABORATORY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: THE JACKSON LABORATORY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: THE JACKSON LABORATORY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: THE JACKSON LABORATORY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	4-52756
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	2-21163
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	4-52756
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	2-21163
Policy instance	2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	4-52756
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	4-52756
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	4-52756
Policy instance	1

Potentially related plans

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Company Name:	THE JACKSON LABORATORY
Employer identification number (EIN):	010211513
NAIC Classification:	621510
NAIC Description:	Medical and Diagnostic Laboratories