form5500lookup

Form 5500 · Retirement plan · ALPHARETTA, GA

JACKSON HEALTHCARE, LLC

The filing calls this plan JACKSON HEALTHCARE 401(K) SAVINGS PLAN.

JACKSON HEALTHCARE, LLC of ALPHARETTA, GA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0652936 · plan 001 · plan year 2024, filed Oct 9, 2025

Participants at the start of the year
3,093
Contracts on file
1
Contract value
$477,827
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $477,827 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC2,880December$477,827$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ECONOMIC GROUP PENSION SERVICES LLC
EIN 86-2963468
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$457,736
paid directly by the plan
ORENDA RETIREMENT, LLC
Contract administrator · EIN 36-4877979
$103,925
paid directly by the plan
ONEDIGITAL INVESTMENT ADVISORS LLC
INVESTMENT ADVISORY · EIN 82-1434504
$81,680
paid directly by the plan
EGPS
Contract administrator · EIN 13-3180178
$69,973
paid directly by the plan
WBL ADVISORS
Accounting and audit · EIN 58-1460137
$50,189
paid directly by the plan
KILPATRICK
LEGAL · EIN 58-0511774
$39,993
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT L
INV ADV. PARTICIPANTS · EIN 36-4317381
$0
paid directly by the plan
RESOURCES INVESTMENT ADVISORS, LLC
INV ADV. PARTICIPANTS · EIN 43-1451524
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$210,603,859
Paid out in benefits
$20,229,219
Participants at the start of the year
3,093
Participants with account balances
2,826

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 58-1460137
WILLIAMS BENATOR & LIBBY LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$50,178

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

More employer plans in Georgia — largest plans, brokers, carriers and renewal months.