401k Plan data: JACKSON HEALTHCARE 401(K) SAVINGS PLAN plan

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

Plan Name	JACKSON HEALTHCARE 401(K) SAVINGS PLAN
Plan identification number	001

JACKSON HEALTHCARE 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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

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 Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 MIKE TIBOLET
001 2023-01-01
001 2023-01-01 VU TRAN
001 2022-01-01
001 2022-01-01 VU TRAN
001 2021-01-01
001 2021-01-01 LESLIE KURTZ
001 2020-01-01 LESLIE KURTZ 2021-10-14 LESLIE KURTZ 2021-10-14
001 2019-01-01 LESLIE KURTZ 2020-10-13 LESLIE KURTZ 2020-10-13
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DOUGLAS KLINE DOUGLAS KLINE 2013-10-15
001 2011-01-01 DOUGLAS KLINE DOUGLAS KLINE 2012-10-15
001 2010-01-01 DOUGLAS KLINE DOUGLAS KLINE 2012-03-21
001 2009-01-01 DOUGLAS KLINE DOUGLAS KLINE 2010-10-14
001 2009-01-01 DOUGLAS KLINE DOUGLAS KLINE 2010-10-14
001 2009-01-01 DOUGLAS KLINE DOUGLAS KLINE 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	MIKE TIBOLET
001	2023-01-01
001	2023-01-01	VU TRAN
001	2022-01-01
001	2022-01-01	VU TRAN
001	2021-01-01
001	2021-01-01	LESLIE KURTZ
001	2020-01-01	LESLIE KURTZ	2021-10-14	LESLIE KURTZ	2021-10-14
001	2019-01-01	LESLIE KURTZ	2020-10-13	LESLIE KURTZ	2020-10-13
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DOUGLAS KLINE		DOUGLAS KLINE	2013-10-15
001	2011-01-01	DOUGLAS KLINE		DOUGLAS KLINE	2012-10-15
001	2010-01-01	DOUGLAS KLINE		DOUGLAS KLINE	2012-03-21
001	2009-01-01	DOUGLAS KLINE		DOUGLAS KLINE	2010-10-14
001	2009-01-01	DOUGLAS KLINE		DOUGLAS KLINE	2010-10-14
001	2009-01-01	DOUGLAS KLINE		DOUGLAS KLINE	2010-10-14

Plan Statistics for JACKSON HEALTHCARE 401(K) SAVINGS PLAN

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

Measure Date Value
2023: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2,341
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2,120
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 438
Total of all active and inactive participants 2023-01-01 2,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 2,559
Number of participants with account balances 2023-01-01 2,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 156
2022: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,980
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,558
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 429
Total of all active and inactive participants 2022-01-01 1,987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 1,989
Number of participants with account balances 2022-01-01 1,910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 122
2021: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,882
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,295
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 590
Total of all active and inactive participants 2021-01-01 1,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,886
Number of participants with account balances 2021-01-01 1,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 138
2020: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,572
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,175
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 385
Total of all active and inactive participants 2020-01-01 1,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,561
Number of participants with account balances 2020-01-01 1,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 160
2019: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,495
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,222
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 337
Total of all active and inactive participants 2019-01-01 1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,560
Number of participants with account balances 2019-01-01 1,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 160
2017: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,248
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,218
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 194
Total of all active and inactive participants 2017-01-01 1,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 1,413
Number of participants with account balances 2017-01-01 1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 83
2016: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 958
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 990
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 113
Total of all active and inactive participants 2016-01-01 1,103
Total participants 2016-01-01 1,103
Number of participants with account balances 2016-01-01 1,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 45
2015: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 987
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 929
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 228
Total of all active and inactive participants 2015-01-01 1,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,157
Number of participants with account balances 2015-01-01 1,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 126
2014: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 886
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 841
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 104
Total of all active and inactive participants 2014-01-01 945
Total participants 2014-01-01 945
Number of participants with account balances 2014-01-01 838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 84
2013: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 985
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 732
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 220
Total of all active and inactive participants 2013-01-01 952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 952
Number of participants with account balances 2013-01-01 785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 80
2012: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 767
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 730
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 237
Total of all active and inactive participants 2012-01-01 967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 967
Number of participants with account balances 2012-01-01 752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 25
2011: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 686
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 541
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 220
Total of all active and inactive participants 2011-01-01 761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 761
Number of participants with account balances 2011-01-01 652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 66
2010: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 597
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 517
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 169
Total of all active and inactive participants 2010-01-01 686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 686
Number of participants with account balances 2010-01-01 619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 48
2009: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 511
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 452
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 133
Total of all active and inactive participants 2009-01-01 585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 585
Number of participants with account balances 2009-01-01 542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 46

Measure	Date	Value
2023: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2,341
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2,120
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	438
Total of all active and inactive participants	2023-01-01	2,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	2,559
Number of participants with account balances	2023-01-01	2,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	156
2022: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,980
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,558
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	429
Total of all active and inactive participants	2022-01-01	1,987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	1,989
Number of participants with account balances	2022-01-01	1,910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	122
2021: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,882
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,295
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	590
Total of all active and inactive participants	2021-01-01	1,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,886
Number of participants with account balances	2021-01-01	1,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	138
2020: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,572
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,175
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	385
Total of all active and inactive participants	2020-01-01	1,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,561
Number of participants with account balances	2020-01-01	1,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	160
2019: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,495
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,222
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	337
Total of all active and inactive participants	2019-01-01	1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,560
Number of participants with account balances	2019-01-01	1,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	160
2017: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,248
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,218
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	194
Total of all active and inactive participants	2017-01-01	1,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	1,413
Number of participants with account balances	2017-01-01	1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	83
2016: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	958
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	990
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	113
Total of all active and inactive participants	2016-01-01	1,103
Total participants	2016-01-01	1,103
Number of participants with account balances	2016-01-01	1,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	45
2015: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	987
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	929
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	228
Total of all active and inactive participants	2015-01-01	1,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,157
Number of participants with account balances	2015-01-01	1,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	126
2014: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	886
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	841
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	104
Total of all active and inactive participants	2014-01-01	945
Total participants	2014-01-01	945
Number of participants with account balances	2014-01-01	838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	84
2013: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	985
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	732
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	220
Total of all active and inactive participants	2013-01-01	952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	952
Number of participants with account balances	2013-01-01	785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	80
2012: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	767
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	730
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	237
Total of all active and inactive participants	2012-01-01	967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	967
Number of participants with account balances	2012-01-01	752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	25
2011: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	686
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	541
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	220
Total of all active and inactive participants	2011-01-01	761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	761
Number of participants with account balances	2011-01-01	652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	66
2010: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	597
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	517
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	169
Total of all active and inactive participants	2010-01-01	686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	686
Number of participants with account balances	2010-01-01	619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	48
2009: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	511
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	452
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	133
Total of all active and inactive participants	2009-01-01	585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	585
Number of participants with account balances	2009-01-01	542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	46

Financial Data on JACKSON HEALTHCARE 401(K) SAVINGS PLAN

Measure	Date	Value
2023 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$10,458,456
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$51,273,480
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$10,419,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$9,949,076
Value of total corrective distributions	2023-12-31	$17,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$28,067,523
Value of total assets at end of year	2023-12-31	$167,734,255
Value of total assets at beginning of year	2023-12-31	$116,422,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$453,022
Total interest from all sources	2023-12-31	$121,898
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$3,142,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$3,142,072
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$18,356,437
Participant contributions at end of year	2023-12-31	$1,751,829
Participant contributions at beginning of year	2023-12-31	$1,448,924
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$2,459,563
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$40,853,751
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$167,734,255
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$116,422,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$62,169
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$157,387,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$41,363,650
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$17,071,725
Interest on participant loans	2023-12-31	$121,898
Value of interest in common/collective trusts at end of year	2023-12-31	$7,959,661
Value of interest in common/collective trusts at beginning of year	2023-12-31	$56,166,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$18,080,016
Net investment gain/loss from pooled separate accounts	2023-12-31	$229,573
Net investment gain or loss from common/collective trusts	2023-12-31	$1,632,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$7,251,523
Employer contributions (assets) at end of year	2023-12-31	$635,494
Employer contributions (assets) at beginning of year	2023-12-31	$371,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$9,949,076
Contract administrator fees	2023-12-31	$352,498
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WILLIAMS BENATOR & LIBBY LLP
Accountancy firm EIN	2023-12-31	581460137
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total transfer of assets to this plan	2023-01-01	$10,458,456
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$51,273,480
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$10,419,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$9,949,076
Value of total corrective distributions	2023-01-01	$17,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$28,067,523
Value of total assets at end of year	2023-01-01	$167,734,255
Value of total assets at beginning of year	2023-01-01	$116,422,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$453,022
Total interest from all sources	2023-01-01	$121,898
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$3,142,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$3,142,072
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$18,356,437
Participant contributions at end of year	2023-01-01	$1,751,829
Participant contributions at beginning of year	2023-01-01	$1,448,924
Participant contributions at end of year	2023-01-01	$0
Participant contributions at beginning of year	2023-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$2,459,563
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-01-01	$0
Other income not declared elsewhere	2023-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$40,853,751
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$167,734,255
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$116,422,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$62,169
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$157,387,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$41,363,650
Value of interest in pooled separate accounts at end of year	2023-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$17,071,725
Interest on participant loans	2023-01-01	$121,898
Value of interest in common/collective trusts at end of year	2023-01-01	$7,959,661
Value of interest in common/collective trusts at beginning of year	2023-01-01	$56,166,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$18,080,016
Net investment gain/loss from pooled separate accounts	2023-01-01	$229,573
Net investment gain or loss from common/collective trusts	2023-01-01	$1,632,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$7,251,523
Employer contributions (assets) at end of year	2023-01-01	$635,494
Employer contributions (assets) at beginning of year	2023-01-01	$371,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$9,949,076
Contract administrator fees	2023-01-01	$352,498
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	WILLIAMS BENATOR & LIBBY LLP
Accountancy firm EIN	2023-01-01	581460137
2022 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$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 assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$10,038,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$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 year	2022-12-31	$116,422,048
Value of total assets at beginning of year	2022-12-31	$129,154,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$349,115
Total interest from all sources	2022-12-31	$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 year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$682,048
Administrative expenses professional fees incurred	2022-12-31	$349,115
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$13,479,891
Participant contributions at end of year	2022-12-31	$1,448,924
Participant contributions at beginning of year	2022-12-31	$1,553,616
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$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 appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-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)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$41,363,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$50,004,493
Value of interest in pooled separate accounts at end of year	2022-12-31	$17,071,725
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$19,112,090
Interest on participant loans	2022-12-31	$86,968
Value of interest in common/collective trusts at end of year	2022-12-31	$56,166,261
Value of interest in common/collective trusts at beginning of year	2022-12-31	$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 accounts	2022-12-31	$-3,385,313
Net investment gain or loss from common/collective trusts	2022-12-31	$-9,024,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,045,431
Employer contributions (assets) at end of year	2022-12-31	$371,488
Employer contributions (assets) at beginning of year	2022-12-31	$313,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,689,596
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WILLIAMS BENATOR & LIBBY LLP
Accountancy firm EIN	2022-12-31	581460137
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total transfer of assets from this plan	2022-01-01	$297,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-2,396,229
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$10,038,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$9,689,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$19,440,918
Value of total assets at end of year	2022-01-01	$116,422,048
Value of total assets at beginning of year	2022-01-01	$129,154,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$349,115
Total interest from all sources	2022-01-01	$86,968
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$682,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$682,048
Administrative expenses professional fees incurred	2022-01-01	$349,115
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$13,479,891
Participant contributions at end of year	2022-01-01	$1,448,924
Participant contributions at beginning of year	2022-01-01	$1,553,616
Participant contributions at end of year	2022-01-01	$0
Participant contributions at beginning of year	2022-01-01	$41,406
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$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 appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-12,434,940
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$116,422,048
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$129,154,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$41,363,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$50,004,493
Value of interest in pooled separate accounts at end of year	2022-01-01	$17,071,725
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$19,112,090
Interest on participant loans	2022-01-01	$86,968
Value of interest in common/collective trusts at end of year	2022-01-01	$56,166,261
Value of interest in common/collective trusts at beginning of year	2022-01-01	$58,129,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-10,196,742
Net investment gain/loss from pooled separate accounts	2022-01-01	$-3,385,313
Net investment gain or loss from common/collective trusts	2022-01-01	$-9,024,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$4,045,431
Employer contributions (assets) at end of year	2022-01-01	$371,488
Employer contributions (assets) at beginning of year	2022-01-01	$313,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$9,689,596
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	WILLIAMS BENATOR & LIBBY LLP
Accountancy firm EIN	2022-01-01	581460137
2021 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$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 assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$10,180,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$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 year	2021-12-31	$129,154,848
Value of total assets at beginning of year	2021-12-31	$105,330,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$322,994
Total interest from all sources	2021-12-31	$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 year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$729,181
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$11,600,059
Participant contributions at end of year	2021-12-31	$1,553,616
Participant contributions at beginning of year	2021-12-31	$1,459,013
Participant contributions at end of year	2021-12-31	$41,406
Participant contributions at beginning of year	2021-12-31	$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 appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$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)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$50,004,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$41,760,817
Value of interest in pooled separate accounts at end of year	2021-12-31	$19,112,090
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$15,224,622
Interest on participant loans	2021-12-31	$93,342
Value of interest in common/collective trusts at end of year	2021-12-31	$58,129,970
Value of interest in common/collective trusts at beginning of year	2021-12-31	$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 accounts	2021-12-31	$4,234,769
Net investment gain or loss from common/collective trusts	2021-12-31	$6,760,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,798,144
Employer contributions (assets) at end of year	2021-12-31	$313,273
Employer contributions (assets) at beginning of year	2021-12-31	$115,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,857,214
Contract administrator fees	2021-12-31	$322,994
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WILLIAMS BENATOR & LIBBY LLP
Accountancy firm EIN	2021-12-31	581460137
2020 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$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 assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$9,241,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$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 year	2020-12-31	$105,330,145
Value of total assets at beginning of year	2020-12-31	$86,019,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$252,459
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$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 year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$588,112
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$10,451,051
Participant contributions at end of year	2020-12-31	$1,459,013
Participant contributions at beginning of year	2020-12-31	$1,711,137
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$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 year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$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)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$41,760,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$40,462,131
Value of interest in pooled separate accounts at end of year	2020-12-31	$15,224,622
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$13,371,423
Interest on participant loans	2020-12-31	$121,064
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$46,770,188
Value of interest in common/collective trusts at beginning of year	2020-12-31	$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 accounts	2020-12-31	$2,451,760
Net investment gain or loss from common/collective trusts	2020-12-31	$5,334,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,188,607
Employer contributions (assets) at end of year	2020-12-31	$115,505
Employer contributions (assets) at beginning of year	2020-12-31	$110,790
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,989,505
Contract administrator fees	2020-12-31	$252,459
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WILLIAMS, BENATOR & LIBBY,LLP
Accountancy firm EIN	2020-12-31	581460137
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 incurred	2019-12-31	$6,849,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$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 year	2019-12-31	$86,019,755
Value of total assets at beginning of year	2019-12-31	$63,720,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$284,287
Total interest from all sources	2019-12-31	$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 year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$876,895
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$9,647,783
Participant contributions at end of year	2019-12-31	$1,711,137
Participant contributions at beginning of year	2019-12-31	$1,330,236
Participant contributions at beginning of year	2019-12-31	$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 year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$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)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$40,462,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$31,714,927
Value of interest in pooled separate accounts at end of year	2019-12-31	$13,371,423
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$10,402,610
Interest on participant loans	2019-12-31	$99,747
Value of interest in common/collective trusts at end of year	2019-12-31	$30,364,274
Value of interest in common/collective trusts at beginning of year	2019-12-31	$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 accounts	2019-12-31	$3,271,314
Net investment gain or loss from common/collective trusts	2019-12-31	$4,782,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,951,911
Employer contributions (assets) at end of year	2019-12-31	$110,790
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,565,632
Contract administrator fees	2019-12-31	$284,287
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WILLIAMS, BENATOR & LIBBY,LLP
Accountancy firm EIN	2019-12-31	581460137
2018 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$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 assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,484,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,238,350
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$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 year	2018-12-31	$63,720,659
Value of total assets at beginning of year	2018-12-31	$60,068,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$246,020
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$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 year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$634,405
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$8,383,268
Participant contributions at end of year	2018-12-31	$1,330,236
Participant contributions at beginning of year	2018-12-31	$1,028,483
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$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 year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$6,626
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$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)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$31,714,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$31,841,492
Value of interest in pooled separate accounts at end of year	2018-12-31	$10,402,610
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$9,373,657
Interest on participant loans	2018-12-31	$82,607
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$20,272,886
Value of interest in common/collective trusts at beginning of year	2018-12-31	$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 benefits	2018-12-31	$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 accounts	2018-12-31	$-707,628
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,654,361
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,591,403
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,238,350
Contract administrator fees	2018-12-31	$246,020
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WILLIAMS, BENATOR & LIBBY,LLP
Accountancy firm EIN	2018-12-31	581460137
2017 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$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 assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,530,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,292,922
Expenses. Certain deemed distributions of participant loans	2017-12-31	$51,725
Value of total corrective distributions	2017-12-31	$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 year	2017-12-31	$60,068,573
Value of total assets at beginning of year	2017-12-31	$44,905,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$185,517
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$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 year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$492,471
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$7,304,975
Participant contributions at end of year	2017-12-31	$1,028,483
Participant contributions at beginning of year	2017-12-31	$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 year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$1,833
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$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)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$31,841,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$25,520,507
Value of interest in pooled separate accounts at end of year	2017-12-31	$9,373,657
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,945,487
Interest on participant loans	2017-12-31	$51,976
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$17,824,941
Value of interest in common/collective trusts at beginning of year	2017-12-31	$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 benefits	2017-12-31	$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 assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,274,294
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$124,472
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,292,922
Contract administrator fees	2017-12-31	$185,517
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WILLIAMS, BENATOR & LIBBY,LLP
Accountancy firm EIN	2017-12-31	581460137
2016 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2016 401k financial data
Total transfer of assets from this plan	2016-12-31	$1,262,271
Total income from all sources (including contributions)	2016-12-31	$13,213,906
Total of all expenses incurred	2016-12-31	$3,773,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$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 year	2016-12-31	$44,905,503
Value of total assets at beginning of year	2016-12-31	$36,727,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$155,680
Total interest from all sources	2016-12-31	$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 year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$434,976
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$6,495,585
Participant contributions at end of year	2016-12-31	$816,994
Participant contributions at beginning of year	2016-12-31	$835,701
Participant contributions at beginning of year	2016-12-31	$194,773
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,539,573
Other income not declared elsewhere	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$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)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$25,520,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$23,086,437
Value of interest in pooled separate accounts at end of year	2016-12-31	$7,945,487
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,325,141
Interest on participant loans	2016-12-31	$44,178
Value of interest in common/collective trusts at end of year	2016-12-31	$10,498,043
Value of interest in common/collective trusts at beginning of year	2016-12-31	$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 assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,979,756
Employer contributions (assets) at end of year	2016-12-31	$124,472
Employer contributions (assets) at beginning of year	2016-12-31	$96,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,617,859
Contract administrator fees	2016-12-31	$155,680
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN	2016-12-31	581460137
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 incurred	2015-12-31	$2,620,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$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 year	2015-12-31	$36,727,407
Value of total assets at beginning of year	2015-12-31	$31,148,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$137,208
Total interest from all sources	2015-12-31	$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 year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$431,004
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$5,984,925
Participant contributions at end of year	2015-12-31	$835,701
Participant contributions at beginning of year	2015-12-31	$762,159
Participant contributions at end of year	2015-12-31	$194,773
Participant contributions at beginning of year	2015-12-31	$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 year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$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)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$23,086,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$22,949,098
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,325,141
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,918,001
Interest on participant loans	2015-12-31	$41,467
Value of interest in common/collective trusts at end of year	2015-12-31	$6,188,954
Value of interest in common/collective trusts at beginning of year	2015-12-31	$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 assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,272,428
Employer contributions (assets) at end of year	2015-12-31	$96,401
Employer contributions (assets) at beginning of year	2015-12-31	$44,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,483,481
Contract administrator fees	2015-12-31	$137,208
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN	2015-12-31	581460137
2014 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$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 paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$7,374,884
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,006,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,868,051
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$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 year	2014-12-31	$31,148,822
Value of total assets at beginning of year	2014-12-31	$25,780,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$132,677
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$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 year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$563,046
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$4,738,833
Participant contributions at end of year	2014-12-31	$762,159
Participant contributions at beginning of year	2014-12-31	$738,200
Participant contributions at end of year	2014-12-31	$166,813
Participant contributions at beginning of year	2014-12-31	$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 year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$171
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$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)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$22,949,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$21,988,982
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,918,001
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,194,959
Interest on participant loans	2014-12-31	$34,440
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$2,308,364
Value of interest in common/collective trusts at beginning of year	2014-12-31	$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 year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$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 accounts	2014-12-31	$304,035
Net investment gain or loss from common/collective trusts	2014-12-31	$67,819
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$956,713
Employer contributions (assets) at end of year	2014-12-31	$44,387
Employer contributions (assets) at beginning of year	2014-12-31	$3,638
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,867,475
Contract administrator fees	2014-12-31	$132,506
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN	2014-12-31	581460137
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 incurred	2013-12-31	$1,459,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,317,035
Expenses. Certain deemed distributions of participant loans	2013-12-31	$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 year	2013-12-31	$25,780,287
Value of total assets at beginning of year	2013-12-31	$18,558,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$100,583
Total interest from all sources	2013-12-31	$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 year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$425,011
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$4,185,239
Participant contributions at end of year	2013-12-31	$738,200
Participant contributions at beginning of year	2013-12-31	$643,879
Participant contributions at end of year	2013-12-31	$15,529
Participant contributions at beginning of year	2013-12-31	$4,823
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$942,257
Administrative expenses (other) incurred	2013-12-31	$859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$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)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$21,988,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$16,356,956
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,194,959
Interest on participant loans	2013-12-31	$34,314
Interest earned on other investments	2013-12-31	$578
Value of interest in common/collective trusts at end of year	2013-12-31	$838,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$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 accounts	2013-12-31	$488,923
Net investment gain or loss from common/collective trusts	2013-12-31	$46,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$846,351
Employer contributions (assets) at end of year	2013-12-31	$3,638
Employer contributions (assets) at beginning of year	2013-12-31	$825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,317,035
Contract administrator fees	2013-12-31	$99,724
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN	2013-12-31	581460137
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 incurred	2012-12-31	$1,102,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$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 year	2012-12-31	$18,558,848
Value of total assets at beginning of year	2012-12-31	$13,785,176
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,826
Total interest from all sources	2012-12-31	$31,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,850,803
Participant contributions at end of year	2012-12-31	$643,879
Participant contributions at beginning of year	2012-12-31	$376,208
Participant contributions at end of year	2012-12-31	$4,823
Participant contributions at beginning of year	2012-12-31	$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 appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$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)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$16,356,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,401,135
Interest on participant loans	2012-12-31	$23,248
Interest earned on other investments	2012-12-31	$8,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,552,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$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 assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$385,836
Employer contributions (assets) at end of year	2012-12-31	$825
Employer contributions (assets) at beginning of year	2012-12-31	$11,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,081,056
Contract administrator fees	2012-12-31	$21,826
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN	2012-12-31	581460137
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 incurred	2011-12-31	$793,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$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 year	2011-12-31	$13,785,176
Value of total assets at beginning of year	2011-12-31	$11,870,705
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$19,089
Total interest from all sources	2011-12-31	$28,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,391,896
Participant contributions at end of year	2011-12-31	$376,208
Participant contributions at beginning of year	2011-12-31	$328,486
Participant contributions at end of year	2011-12-31	$75,458
Participant contributions at beginning of year	2011-12-31	$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 year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$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)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,401,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,024,008
Interest on participant loans	2011-12-31	$15,247
Interest earned on other investments	2011-12-31	$13,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,920,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$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 assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$280,724
Employer contributions (assets) at end of year	2011-12-31	$11,504
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$774,805
Contract administrator fees	2011-12-31	$19,089
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN	2011-12-31	581460137
2010 : JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$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 assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$865,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$838,200
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$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 year	2010-12-31	$11,870,704
Value of total assets at beginning of year	2010-12-31	$8,843,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$26,975
Total interest from all sources	2010-12-31	$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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,158,491
Participant contributions at end of year	2010-12-31	$328,486
Participant contributions at beginning of year	2010-12-31	$276,922
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$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 elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$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 appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$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)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,024,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,436,586
Interest on participant loans	2010-12-31	$18,124
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$1,614
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$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 year	2010-12-31	$518,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$11,930
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$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 assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$276,360
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$22,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$838,200
Contract administrator fees	2010-12-31	$26,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WILLIAMS, BENATOR & LIBBY, LLP
Accountancy firm EIN	2010-12-31	581460137

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

2023: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JACKSON HEALTHCARE 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

808725

Policy instance

Insurance contract or identification number	808725
Number of Individuals Covered	2003
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $931
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

808725

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

808725

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

808725

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

808725

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

808725

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

808725

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

808725

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

808725

Policy instance

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

801676-0000

Policy instance

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

801676-0000

Policy instance

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

801676-0000

Policy instance

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

801676-0000

Policy instance

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

55131

Policy instance

Potentially related plans

JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN [EIN = 640503682]

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