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JACKSON HEALTH FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameJACKSON HEALTH FOUNDATION 401(K) PLAN
Plan identification number 001

JACKSON HEALTH FOUNDATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JACKSON HEALTH FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:JACKSON HEALTH FOUNDATION, INC.
Employer identification number (EIN):650077727
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON HEALTH FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CHARMAINE GATLIN
0012017-01-01CHARMAINE GATLIN
0012016-01-01CHARMAINE GATLIN
0012015-01-01CHARMAINE GATLIN
0012014-01-01CHARMAINE GATLIN
0012013-01-01ZULLY FORD
0012012-01-01ZULLY FORD
0012011-01-01ZULLY FORD
0012009-01-01ZULLY FORD

Plan Statistics for JACKSON HEALTH FOUNDATION 401(K) PLAN

401k plan membership statisitcs for JACKSON HEALTH FOUNDATION 401(K) PLAN

Measure Date Value
2019: JACKSON HEALTH FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0132
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0132
Total participants2019-01-0132
Number of participants with account balances2019-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: JACKSON HEALTH FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0127
Total number of active participants reported on line 7a of the Form 55002018-01-0121
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-0132
Total participants2018-01-0132
Number of participants with account balances2018-01-0129
2017: JACKSON HEALTH FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0125
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0127
Total participants2017-01-0127
Number of participants with account balances2017-01-0127
2016: JACKSON HEALTH FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0125
Total participants2016-01-0125
Number of participants with account balances2016-01-0122
2015: JACKSON HEALTH FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0119
Total participants2015-01-0119
Number of participants with account balances2015-01-0112
2014: JACKSON HEALTH FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0115
Total participants2014-01-0115
Number of participants with account balances2014-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: JACKSON HEALTH FOUNDATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0122
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Total of all active and inactive participants2013-01-0120
Total participants2013-01-0120
Number of participants with account balances2013-01-0120
2012: JACKSON HEALTH FOUNDATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0122
Total participants2012-01-0122
Number of participants with account balances2012-01-0122
2011: JACKSON HEALTH FOUNDATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0125
Total participants2011-01-0125
Number of participants with account balances2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: JACKSON HEALTH FOUNDATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0129
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0130
Total participants2009-01-0130
Number of participants with account balances2009-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on JACKSON HEALTH FOUNDATION 401(K) PLAN

Measure Date Value
2019 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$216,379
Expenses. Total of all expenses incurred2019-12-31$30,525
Benefits paid (including direct rollovers)2019-12-31$30,525
Total plan assets at end of year2019-12-31$667,551
Total plan assets at beginning of year2019-12-31$481,697
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$65,893
Other income received2019-12-31$99,254
Net income (gross income less expenses)2019-12-31$185,854
Net plan assets at end of year (total assets less liabilities)2019-12-31$667,551
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$481,697
Assets. Value of participant loans2019-12-31$37,945
Total contributions received or receivable from employer(s)2019-12-31$51,232
2018 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$64,021
Expenses. Total of all expenses incurred2018-12-31$331,399
Benefits paid (including direct rollovers)2018-12-31$331,399
Total plan assets at end of year2018-12-31$481,697
Total plan assets at beginning of year2018-12-31$749,075
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$50,368
Other income received2018-12-31$-28,714
Net income (gross income less expenses)2018-12-31$-267,378
Net plan assets at end of year (total assets less liabilities)2018-12-31$481,697
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$749,075
Assets. Value of participant loans2018-12-31$24,713
Total contributions received or receivable from employer(s)2018-12-31$42,367
2017 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$180,581
Expenses. Total of all expenses incurred2017-12-31$54,458
Benefits paid (including direct rollovers)2017-12-31$54,458
Total plan assets at end of year2017-12-31$749,075
Total plan assets at beginning of year2017-12-31$622,952
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$51,678
Other income received2017-12-31$88,654
Net income (gross income less expenses)2017-12-31$126,123
Net plan assets at end of year (total assets less liabilities)2017-12-31$749,075
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$622,952
Assets. Value of participant loans2017-12-31$10,930
Total contributions received or receivable from employer(s)2017-12-31$40,249
2016 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$133,877
Expenses. Total of all expenses incurred2016-12-31$64,891
Benefits paid (including direct rollovers)2016-12-31$64,891
Total plan assets at end of year2016-12-31$622,952
Total plan assets at beginning of year2016-12-31$553,966
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$48,624
Contributions received from other sources (not participants or employers)2016-12-31$1,782
Other income received2016-12-31$47,461
Net income (gross income less expenses)2016-12-31$68,986
Net plan assets at end of year (total assets less liabilities)2016-12-31$622,952
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$553,966
Assets. Value of participant loans2016-12-31$27,611
Total contributions received or receivable from employer(s)2016-12-31$36,010
2015 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$87,676
Expenses. Total of all expenses incurred2015-12-31$1,216,961
Benefits paid (including direct rollovers)2015-12-31$1,216,961
Total plan assets at end of year2015-12-31$553,966
Total plan assets at beginning of year2015-12-31$1,683,251
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$26,931
Contributions received from other sources (not participants or employers)2015-12-31$14,740
Other income received2015-12-31$28,784
Net income (gross income less expenses)2015-12-31$-1,129,285
Net plan assets at end of year (total assets less liabilities)2015-12-31$553,966
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,683,251
Assets. Value of participant loans2015-12-31$43,237
Total contributions received or receivable from employer(s)2015-12-31$17,221
2014 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$228,323
Expenses. Total of all expenses incurred2014-12-31$57,024
Benefits paid (including direct rollovers)2014-12-31$57,024
Total plan assets at end of year2014-12-31$1,683,251
Total plan assets at beginning of year2014-12-31$1,511,952
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$91,330
Other income received2014-12-31$100,065
Net income (gross income less expenses)2014-12-31$171,299
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,683,251
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,511,952
Assets. Value of participant loans2014-12-31$34,963
Total contributions received or receivable from employer(s)2014-12-31$36,928
2013 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$260,896
Expenses. Total of all expenses incurred2013-12-31$49,735
Benefits paid (including direct rollovers)2013-12-31$49,735
Total plan assets at end of year2013-12-31$1,511,952
Total plan assets at beginning of year2013-12-31$1,300,791
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$66,540
Other income received2013-12-31$140,741
Net income (gross income less expenses)2013-12-31$211,161
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,511,952
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,300,791
Assets. Value of participant loans2013-12-31$35,050
Total contributions received or receivable from employer(s)2013-12-31$53,615
2012 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$260,447
Expenses. Total of all expenses incurred2012-12-31$414,312
Benefits paid (including direct rollovers)2012-12-31$414,312
Total plan assets at end of year2012-12-31$1,300,791
Total plan assets at beginning of year2012-12-31$1,454,656
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$76,029
Other income received2012-12-31$122,800
Net income (gross income less expenses)2012-12-31$-153,865
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,300,791
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,454,656
Assets. Value of participant loans2012-12-31$25,149
Total contributions received or receivable from employer(s)2012-12-31$61,618
2011 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$205,343
Expenses. Total of all expenses incurred2011-12-31$46,757
Benefits paid (including direct rollovers)2011-12-31$46,757
Total plan assets at end of year2011-12-31$1,454,656
Total plan assets at beginning of year2011-12-31$1,296,070
Total contributions received or receivable from participants2011-12-31$72,281
Other income received2011-12-31$69,075
Net income (gross income less expenses)2011-12-31$158,586
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,454,656
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,296,070
Assets. Value of participant loans2011-12-31$81,442
Total contributions received or receivable from employer(s)2011-12-31$63,987
2010 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$262,435
Expenses. Total of all expenses incurred2010-12-31$173,036
Benefits paid (including direct rollovers)2010-12-31$173,036
Total plan assets at end of year2010-12-31$1,296,070
Total plan assets at beginning of year2010-12-31$1,206,671
Total contributions received or receivable from participants2010-12-31$68,134
Contributions received from other sources (not participants or employers)2010-12-31$12,257
Other income received2010-12-31$97,004
Net income (gross income less expenses)2010-12-31$89,399
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,296,070
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,206,671
Assets. Value of participant loans2010-12-31$53,654
Total contributions received or receivable from employer(s)2010-12-31$85,040

Form 5500 Responses for JACKSON HEALTH FOUNDATION 401(K) PLAN

2019: JACKSON HEALTH FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JACKSON HEALTH FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACKSON HEALTH FOUNDATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACKSON HEALTH FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACKSON HEALTH FOUNDATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACKSON HEALTH FOUNDATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JACKSON HEALTH FOUNDATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JACKSON HEALTH FOUNDATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACKSON HEALTH FOUNDATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JACKSON HEALTH FOUNDATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number027794
Policy instance 1
Insurance contract or identification number027794
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number027794
Policy instance 1
Insurance contract or identification number027794
Number of Individuals Covered15
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,350
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,350
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number027794
Policy instance 1
Insurance contract or identification number027794
Number of Individuals Covered20
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,511
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,511
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number027794
Policy instance 1
Insurance contract or identification number027794
Number of Individuals Covered22
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,759
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,759
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number027794
Policy instance 1
Insurance contract or identification number027794
Number of Individuals Covered25
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,730
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number027794
Policy instance 1
Insurance contract or identification number027794
Number of Individuals Covered29
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,848
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,848
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA

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