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JACKSON HEALTHCARE 401(K) SAVINGS PLAN 401k Plan overview

Plan NameJACKSON HEALTHCARE 401(K) SAVINGS PLAN
Plan identification number 001

JACKSON HEALTHCARE 401(K) SAVINGS 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 HEALTHCARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:JACKSON HEALTHCARE, LLC
Employer identification number (EIN):810652936
NAIC Classification:561300

Additional information about JACKSON HEALTHCARE, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 284407

More information about JACKSON HEALTHCARE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON HEALTHCARE 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01LESLIE KURTZ2021-10-14 LESLIE KURTZ2021-10-14
0012019-01-01LESLIE KURTZ2020-10-13 LESLIE KURTZ2020-10-13
0012018-01-01LESLIE KURTZ2019-10-11 LESLIE KURTZ2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DOUGLAS KLINE DOUGLAS KLINE2013-10-15
0012011-01-01DOUGLAS KLINE DOUGLAS KLINE2012-10-15
0012010-01-01DOUGLAS KLINE DOUGLAS KLINE2012-03-21
0012009-01-01DOUGLAS KLINE DOUGLAS KLINE2010-10-14
0012009-01-01DOUGLAS KLINE DOUGLAS KLINE2010-10-14
0012009-01-01DOUGLAS KLINE DOUGLAS KLINE2010-10-14

Plan Statistics for JACKSON HEALTHCARE 401(K) SAVINGS PLAN

401k plan membership statisitcs for JACKSON HEALTHCARE 401(K) SAVINGS PLAN

Measure Date Value
2022: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,980
Total number of active participants reported on line 7a of the Form 55002022-01-011,558
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01429
Total of all active and inactive participants2022-01-011,987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,989
Number of participants with account balances2022-01-011,910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01122
2021: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,882
Total number of active participants reported on line 7a of the Form 55002021-01-011,295
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01590
Total of all active and inactive participants2021-01-011,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,886
Number of participants with account balances2021-01-011,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01138
2020: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,572
Total number of active participants reported on line 7a of the Form 55002020-01-011,175
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01385
Total of all active and inactive participants2020-01-011,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,561
Number of participants with account balances2020-01-011,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01160
2019: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,495
Total number of active participants reported on line 7a of the Form 55002019-01-011,222
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01337
Total of all active and inactive participants2019-01-011,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,560
Number of participants with account balances2019-01-011,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01160
2018: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,357
Total number of active participants reported on line 7a of the Form 55002018-01-011,181
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01313
Total of all active and inactive participants2018-01-011,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,495
Number of participants with account balances2018-01-011,460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01110
2017: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,248
Total number of active participants reported on line 7a of the Form 55002017-01-011,218
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01194
Total of all active and inactive participants2017-01-011,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,413
Number of participants with account balances2017-01-011,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0183
2016: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01958
Total number of active participants reported on line 7a of the Form 55002016-01-01990
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01113
Total of all active and inactive participants2016-01-011,103
Total participants2016-01-011,103
Number of participants with account balances2016-01-011,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0145
2015: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01987
Total number of active participants reported on line 7a of the Form 55002015-01-01929
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01228
Total of all active and inactive participants2015-01-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,157
Number of participants with account balances2015-01-011,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01126
2014: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01886
Total number of active participants reported on line 7a of the Form 55002014-01-01841
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01104
Total of all active and inactive participants2014-01-01945
Total participants2014-01-01945
Number of participants with account balances2014-01-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0184
2013: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01985
Total number of active participants reported on line 7a of the Form 55002013-01-01732
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01220
Total of all active and inactive participants2013-01-01952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01952
Number of participants with account balances2013-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0180
2012: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01767
Total number of active participants reported on line 7a of the Form 55002012-01-01730
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01237
Total of all active and inactive participants2012-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01967
Number of participants with account balances2012-01-01752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01686
Total number of active participants reported on line 7a of the Form 55002011-01-01541
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01220
Total of all active and inactive participants2011-01-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01761
Number of participants with account balances2011-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0166
2010: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01597
Total number of active participants reported on line 7a of the Form 55002010-01-01517
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01169
Total of all active and inactive participants2010-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01686
Number of participants with account balances2010-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0148
2009: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01511
Total number of active participants reported on line 7a of the Form 55002009-01-01452
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01133
Total of all active and inactive participants2009-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01585
Number of participants with account balances2009-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0146

Financial Data on JACKSON HEALTHCARE 401(K) SAVINGS PLAN

Measure Date Value
2022 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$297,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,396,229
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,038,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,689,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,440,918
Value of total assets at end of year2022-12-31$116,422,048
Value of total assets at beginning of year2022-12-31$129,154,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$349,115
Total interest from all sources2022-12-31$86,968
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$682,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$682,048
Administrative expenses professional fees incurred2022-12-31$349,115
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,479,891
Participant contributions at end of year2022-12-31$1,448,924
Participant contributions at beginning of year2022-12-31$1,553,616
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$41,406
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,915,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,434,940
Value of net assets at end of year (total assets less liabilities)2022-12-31$116,422,048
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$129,154,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,363,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,004,493
Value of interest in pooled separate accounts at end of year2022-12-31$17,071,725
Value of interest in pooled separate accounts at beginning of year2022-12-31$19,112,090
Interest on participant loans2022-12-31$86,968
Value of interest in common/collective trusts at end of year2022-12-31$56,166,261
Value of interest in common/collective trusts at beginning of year2022-12-31$58,129,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,196,742
Net investment gain/loss from pooled separate accounts2022-12-31$-3,385,313
Net investment gain or loss from common/collective trusts2022-12-31$-9,024,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,045,431
Employer contributions (assets) at end of year2022-12-31$371,488
Employer contributions (assets) at beginning of year2022-12-31$313,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,689,596
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WILLIAMS BENATOR & LIBBY LLP
Accountancy firm EIN2022-12-31581460137
2021 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$121,998
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$34,126,909
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,180,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,857,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,892,483
Value of total assets at end of year2021-12-31$129,154,848
Value of total assets at beginning of year2021-12-31$105,330,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$322,994
Total interest from all sources2021-12-31$93,342
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$729,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$729,181
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$11,600,059
Participant contributions at end of year2021-12-31$1,553,616
Participant contributions at beginning of year2021-12-31$1,459,013
Participant contributions at end of year2021-12-31$41,406
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,494,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$23,946,701
Value of net assets at end of year (total assets less liabilities)2021-12-31$129,154,848
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$105,330,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,004,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,760,817
Value of interest in pooled separate accounts at end of year2021-12-31$19,112,090
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,224,622
Interest on participant loans2021-12-31$93,342
Value of interest in common/collective trusts at end of year2021-12-31$58,129,970
Value of interest in common/collective trusts at beginning of year2021-12-31$46,770,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,416,762
Net investment gain/loss from pooled separate accounts2021-12-31$4,234,769
Net investment gain or loss from common/collective trusts2021-12-31$6,760,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,798,144
Employer contributions (assets) at end of year2021-12-31$313,273
Employer contributions (assets) at beginning of year2021-12-31$115,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,857,214
Contract administrator fees2021-12-31$322,994
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WILLIAMS BENATOR & LIBBY LLP
Accountancy firm EIN2021-12-31581460137
2020 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$20,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,572,684
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,241,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,989,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,953,042
Value of total assets at end of year2020-12-31$105,330,145
Value of total assets at beginning of year2020-12-31$86,019,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$252,459
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$121,064
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$588,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$588,112
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,451,051
Participant contributions at end of year2020-12-31$1,459,013
Participant contributions at beginning of year2020-12-31$1,711,137
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,313,384
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$19,330,720
Value of net assets at end of year (total assets less liabilities)2020-12-31$105,330,145
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$86,019,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,760,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,462,131
Value of interest in pooled separate accounts at end of year2020-12-31$15,224,622
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,371,423
Interest on participant loans2020-12-31$121,064
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$46,770,188
Value of interest in common/collective trusts at beginning of year2020-12-31$30,364,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,124,588
Net investment gain/loss from pooled separate accounts2020-12-31$2,451,760
Net investment gain or loss from common/collective trusts2020-12-31$5,334,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,188,607
Employer contributions (assets) at end of year2020-12-31$115,505
Employer contributions (assets) at beginning of year2020-12-31$110,790
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,989,505
Contract administrator fees2020-12-31$252,459
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WILLIAMS, BENATOR & LIBBY,LLP
Accountancy firm EIN2020-12-31581460137
2019 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$29,149,015
Total of all expenses incurred2019-12-31$6,849,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,565,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,047,679
Value of total assets at end of year2019-12-31$86,019,755
Value of total assets at beginning of year2019-12-31$63,720,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$284,287
Total interest from all sources2019-12-31$99,747
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$876,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$876,895
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,647,783
Participant contributions at end of year2019-12-31$1,711,137
Participant contributions at beginning of year2019-12-31$1,330,236
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,447,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$22,299,096
Value of net assets at end of year (total assets less liabilities)2019-12-31$86,019,755
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,720,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,462,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,714,927
Value of interest in pooled separate accounts at end of year2019-12-31$13,371,423
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,402,610
Interest on participant loans2019-12-31$99,747
Value of interest in common/collective trusts at end of year2019-12-31$30,364,274
Value of interest in common/collective trusts at beginning of year2019-12-31$20,272,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,070,388
Net investment gain/loss from pooled separate accounts2019-12-31$3,271,314
Net investment gain or loss from common/collective trusts2019-12-31$4,782,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,951,911
Employer contributions (assets) at end of year2019-12-31$110,790
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,565,632
Contract administrator fees2019-12-31$284,287
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILLIAMS, BENATOR & LIBBY,LLP
Accountancy firm EIN2019-12-31581460137
2018 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$1,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$7,137,775
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,484,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,238,350
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,984,950
Value of total assets at end of year2018-12-31$63,720,659
Value of total assets at beginning of year2018-12-31$60,068,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$246,020
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$82,607
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$634,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$634,405
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,383,268
Participant contributions at end of year2018-12-31$1,330,236
Participant contributions at beginning of year2018-12-31$1,028,483
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,010,279
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$6,626
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,653,405
Value of net assets at end of year (total assets less liabilities)2018-12-31$63,720,659
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,068,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,714,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,841,492
Value of interest in pooled separate accounts at end of year2018-12-31$10,402,610
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,373,657
Interest on participant loans2018-12-31$82,607
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$20,272,886
Value of interest in common/collective trusts at beginning of year2018-12-31$17,824,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,208,824
Net investment gain/loss from pooled separate accounts2018-12-31$-707,628
Net investment gain or loss from common/collective trusts2018-12-31$-1,654,361
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,591,403
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,238,350
Contract administrator fees2018-12-31$246,020
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WILLIAMS, BENATOR & LIBBY,LLP
Accountancy firm EIN2018-12-31581460137
2017 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,693,234
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,530,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,292,922
Expenses. Certain deemed distributions of participant loans2017-12-31$51,725
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,580,619
Value of total assets at end of year2017-12-31$60,068,573
Value of total assets at beginning of year2017-12-31$44,905,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$185,517
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$51,976
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$492,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$492,471
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,304,975
Participant contributions at end of year2017-12-31$1,028,483
Participant contributions at beginning of year2017-12-31$816,994
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,001,350
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,833
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,163,070
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,068,573
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,905,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,841,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,520,507
Value of interest in pooled separate accounts at end of year2017-12-31$9,373,657
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,945,487
Interest on participant loans2017-12-31$51,976
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$17,824,941
Value of interest in common/collective trusts at beginning of year2017-12-31$10,498,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,566,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,274,294
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$124,472
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,292,922
Contract administrator fees2017-12-31$185,517
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WILLIAMS, BENATOR & LIBBY,LLP
Accountancy firm EIN2017-12-31581460137
2016 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$1,262,271
Total income from all sources (including contributions)2016-12-31$13,213,906
Total of all expenses incurred2016-12-31$3,773,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,617,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,014,914
Value of total assets at end of year2016-12-31$44,905,503
Value of total assets at beginning of year2016-12-31$36,727,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$155,680
Total interest from all sources2016-12-31$44,178
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$434,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$434,976
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,495,585
Participant contributions at end of year2016-12-31$816,994
Participant contributions at beginning of year2016-12-31$835,701
Participant contributions at beginning of year2016-12-31$194,773
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,539,573
Other income not declared elsewhere2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,440,367
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,905,503
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,727,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,520,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,086,437
Value of interest in pooled separate accounts at end of year2016-12-31$7,945,487
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,325,141
Interest on participant loans2016-12-31$44,178
Value of interest in common/collective trusts at end of year2016-12-31$10,498,043
Value of interest in common/collective trusts at beginning of year2016-12-31$6,188,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,719,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,979,756
Employer contributions (assets) at end of year2016-12-31$124,472
Employer contributions (assets) at beginning of year2016-12-31$96,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,617,859
Contract administrator fees2016-12-31$155,680
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN2016-12-31581460137
2015 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,199,274
Total of all expenses incurred2015-12-31$2,620,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,483,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,015,161
Value of total assets at end of year2015-12-31$36,727,407
Value of total assets at beginning of year2015-12-31$31,148,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,208
Total interest from all sources2015-12-31$41,467
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$431,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$431,004
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,984,925
Participant contributions at end of year2015-12-31$835,701
Participant contributions at beginning of year2015-12-31$762,159
Participant contributions at end of year2015-12-31$194,773
Participant contributions at beginning of year2015-12-31$166,813
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,757,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,578,585
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,727,407
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,148,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,086,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,949,098
Value of interest in pooled separate accounts at end of year2015-12-31$6,325,141
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,918,001
Interest on participant loans2015-12-31$41,467
Value of interest in common/collective trusts at end of year2015-12-31$6,188,954
Value of interest in common/collective trusts at beginning of year2015-12-31$2,308,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,288,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,272,428
Employer contributions (assets) at end of year2015-12-31$96,401
Employer contributions (assets) at beginning of year2015-12-31$44,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,483,481
Contract administrator fees2015-12-31$137,208
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN2015-12-31581460137
2014 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,374,884
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,006,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,868,051
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$5,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,701,708
Value of total assets at end of year2014-12-31$31,148,822
Value of total assets at beginning of year2014-12-31$25,780,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$132,677
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$34,440
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$563,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$563,046
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,738,833
Participant contributions at end of year2014-12-31$762,159
Participant contributions at beginning of year2014-12-31$738,200
Participant contributions at end of year2014-12-31$166,813
Participant contributions at beginning of year2014-12-31$15,529
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,006,162
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$576
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$171
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$5,368,535
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,148,822
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,780,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,949,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,988,982
Value of interest in pooled separate accounts at end of year2014-12-31$4,918,001
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,194,959
Interest on participant loans2014-12-31$34,440
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$2,308,364
Value of interest in common/collective trusts at beginning of year2014-12-31$838,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-296,164
Net investment gain/loss from pooled separate accounts2014-12-31$304,035
Net investment gain or loss from common/collective trusts2014-12-31$67,819
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$956,713
Employer contributions (assets) at end of year2014-12-31$44,387
Employer contributions (assets) at beginning of year2014-12-31$3,638
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,867,475
Contract administrator fees2014-12-31$132,506
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN2014-12-31581460137
2013 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$8,680,593
Total of all expenses incurred2013-12-31$1,459,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,317,035
Expenses. Certain deemed distributions of participant loans2013-12-31$41,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,973,847
Value of total assets at end of year2013-12-31$25,780,287
Value of total assets at beginning of year2013-12-31$18,558,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$100,583
Total interest from all sources2013-12-31$34,892
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$425,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$425,011
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,185,239
Participant contributions at end of year2013-12-31$738,200
Participant contributions at beginning of year2013-12-31$643,879
Participant contributions at end of year2013-12-31$15,529
Participant contributions at beginning of year2013-12-31$4,823
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$942,257
Administrative expenses (other) incurred2013-12-31$859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$7,221,439
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,780,287
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,558,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,988,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,356,956
Value of interest in pooled separate accounts at end of year2013-12-31$2,194,959
Interest on participant loans2013-12-31$34,314
Interest earned on other investments2013-12-31$578
Value of interest in common/collective trusts at end of year2013-12-31$838,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,552,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,711,050
Net investment gain/loss from pooled separate accounts2013-12-31$488,923
Net investment gain or loss from common/collective trusts2013-12-31$46,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$846,351
Employer contributions (assets) at end of year2013-12-31$3,638
Employer contributions (assets) at beginning of year2013-12-31$825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,317,035
Contract administrator fees2013-12-31$99,724
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN2013-12-31581460137
2012 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,876,554
Total of all expenses incurred2012-12-31$1,102,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,081,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,111,189
Value of total assets at end of year2012-12-31$18,558,848
Value of total assets at beginning of year2012-12-31$13,785,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,826
Total interest from all sources2012-12-31$31,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,850,803
Participant contributions at end of year2012-12-31$643,879
Participant contributions at beginning of year2012-12-31$376,208
Participant contributions at end of year2012-12-31$4,823
Participant contributions at beginning of year2012-12-31$75,458
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$874,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$4,773,672
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,558,848
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,785,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,356,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,401,135
Interest on participant loans2012-12-31$23,248
Interest earned on other investments2012-12-31$8,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,552,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,920,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,734,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$385,836
Employer contributions (assets) at end of year2012-12-31$825
Employer contributions (assets) at beginning of year2012-12-31$11,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,081,056
Contract administrator fees2012-12-31$21,826
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN2012-12-31581460137
2011 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,708,365
Total of all expenses incurred2011-12-31$793,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$774,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,919,724
Value of total assets at end of year2011-12-31$13,785,176
Value of total assets at beginning of year2011-12-31$11,870,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,089
Total interest from all sources2011-12-31$28,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,391,896
Participant contributions at end of year2011-12-31$376,208
Participant contributions at beginning of year2011-12-31$328,486
Participant contributions at end of year2011-12-31$75,458
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$247,104
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,914,471
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,785,176
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,870,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,401,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,024,008
Interest on participant loans2011-12-31$15,247
Interest earned on other investments2011-12-31$13,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,920,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$518,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-240,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$280,724
Employer contributions (assets) at end of year2011-12-31$11,504
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$774,805
Contract administrator fees2011-12-31$19,089
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN2011-12-31581460137
2010 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
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$3,892,746
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$865,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$838,200
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,590,130
Value of total assets at end of year2010-12-31$11,870,704
Value of total assets at beginning of year2010-12-31$8,843,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,975
Total interest from all sources2010-12-31$19,738
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,158,491
Participant contributions at end of year2010-12-31$328,486
Participant contributions at beginning of year2010-12-31$276,922
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$72,238
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$155,279
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$23,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$3,026,939
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,870,704
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,843,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,024,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,436,586
Interest on participant loans2010-12-31$18,124
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$1,614
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$518,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,930
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,282,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$276,360
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$22,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$838,200
Contract administrator fees2010-12-31$26,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN2010-12-31581460137

Form 5500 Responses for JACKSON HEALTHCARE 401(K) SAVINGS PLAN

2022: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808725
Policy instance 1
Insurance contract or identification number808725
Number of Individuals Covered1989
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,774
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2835
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808725
Policy instance 1
Insurance contract or identification number808725
Number of Individuals Covered1886
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,704
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3704
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808725
Policy instance 1
Insurance contract or identification number808725
Number of Individuals Covered1561
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3987
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808725
Policy instance 1
Insurance contract or identification number808725
Number of Individuals Covered1560
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4113
Additional information about fees paid to insurance brokerREFERRALS/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808725
Policy instance 1
Insurance contract or identification number808725
Number of Individuals Covered1495
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,108
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4108
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808725
Policy instance 1
Insurance contract or identification number808725
Number of Individuals Covered1413
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4158
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameRETIREMENT PLAN ADMINISTRATORS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808725
Policy instance 1
Insurance contract or identification number808725
Number of Individuals Covered1103
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2544
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameRETIREMENT PLAN ADMINISTRATORS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808725
Policy instance 1
Insurance contract or identification number808725
Number of Individuals Covered955
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,139
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $0
Amount paid for insurance broker fees1139
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameRETIREMENT PLAN ADMINISTRATORS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808725
Policy instance 2
Insurance contract or identification number808725
Number of Individuals Covered893
Insurance policy start date2013-02-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,818
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12818
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameRETIREMENT PLAN ADMINISTRATORS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801676-0000
Policy instance 1
Insurance contract or identification number801676-0000
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $7,127
Total amount of fees paid to insurance companyUSD $2,239
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 $4,490
Insurance broker organization code?3
Amount paid for insurance broker fees2239
Additional information about fees paid to insurance brokerFEES
Insurance broker nameFLORIDA TRIAD INSURANCE INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801676-0000
Policy instance 1
Insurance contract or identification number801676-0000
Number of Individuals Covered794
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $66,653
Total amount of fees paid to insurance companyUSD $7,604
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 $66,653
Insurance broker organization code?3
Amount paid for insurance broker fees7604
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameRETIREMENT PLAN ADMINISTRATORS LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801676-0000
Policy instance 1
Insurance contract or identification number801676-0000
Number of Individuals Covered689
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $52,296
Total amount of fees paid to insurance companyUSD $6,150
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801676-0000
Policy instance 2
Insurance contract or identification number801676-0000
Number of Individuals Covered621
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $60,224
Total amount of fees paid to insurance companyUSD $0
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55131
Policy instance 1
Insurance contract or identification number55131
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $48,953
Total amount of fees paid to insurance companyUSD $8,830
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

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