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RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 401k Plan overview

Plan NameRETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION
Plan identification number 504

RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

JACKSON NATIONAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:JACKSON NATIONAL LIFE INSURANCE COMPANY
Employer identification number (EIN):381659835
NAIC Classification:524140

Additional information about JACKSON NATIONAL LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 654915

More information about JACKSON NATIONAL LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01TOM JANDA2023-07-20
5042021-01-01TOM JANDA2022-09-26
5042020-01-01TOM JANDA2021-09-07
5042019-01-01TOM JANDA2020-10-08
5042018-01-01TOM JANDA2019-10-10
5042017-01-01
5042016-01-01
5042015-01-01TOM JANDA
5042014-01-01NEIL HINEMAN
5042013-01-01CURTIS HOWE CURTIS HOWE2014-10-14
5042012-01-01CURTIS HOWE CURTIS HOWE2013-10-14

Plan Statistics for RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION

401k plan membership statisitcs for RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION

Measure Date Value
2022: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2022 401k membership
Total participants, beginning-of-year2022-01-01113
Total number of active participants reported on line 7a of the Form 55002022-01-01109
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-01119
2021: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2021 401k membership
Total participants, beginning-of-year2021-01-01120
Total number of active participants reported on line 7a of the Form 55002021-01-01113
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01113
Number of employers contributing to the scheme2021-01-011
2020: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2020 401k membership
Total participants, beginning-of-year2020-01-01108
Total number of active participants reported on line 7a of the Form 55002020-01-0192
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01105
Number of employers contributing to the scheme2020-01-010
2019: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2019 401k membership
Total participants, beginning-of-year2019-01-01108
Total number of active participants reported on line 7a of the Form 55002019-01-0199
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01111
Number of employers contributing to the scheme2019-01-010
2018: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2018 401k membership
Total participants, beginning-of-year2018-01-01119
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01108
Number of employers contributing to the scheme2018-01-010
2017: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2017 401k membership
Total participants, beginning-of-year2017-01-01129
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01122
2016: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2016 401k membership
Total participants, beginning-of-year2016-01-01152
Total number of active participants reported on line 7a of the Form 55002016-01-01141
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01141
2015: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-01-01157
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01152
2014: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-01-01182
Number of retired or separated participants receiving benefits2014-01-01146
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01157
Total participants2014-01-01157
2013: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-01-01194
Number of retired or separated participants receiving benefits2013-01-01166
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01182
Total participants2013-01-01182
2012: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-01-01206
Number of retired or separated participants receiving benefits2012-01-01176
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01194
Total participants2012-01-01194

Form 5500 Responses for RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION

2022: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number044399G
Policy instance 1
Insurance contract or identification number044399G
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $130,514
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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