Form 5500 Search

JACKSON NATIONAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
565
Total plan assets
$159.4B
Filings (rows)
6
Direct comp
$11.0M
Indirect comp
$0
Aggregating 2 name variants under "JACKSON NATIONAL"

SERVICES PROVIDED

Other6

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
JNL DFA US CORE EQUITY3
JNL FIRST SENTIER GLBL3
JNL GROWTH ALLOCATION3
JNL MULTIMGR EMGMKTSEQ3
JNL MC REALESTATE SECTOR3
JNL BLACKROCK GLBL NATRES3
JNL MODERATE ALLOCATION3
JNL MC ENERGY SECTOR3
JNL WMC GLBL REAL EST3
JNL JP MORGAN MIDCAP GROWTH3
JACKSON NATIONAL LIFE VARIABLE ANN3
JNL CAUSEWAY INT VALUESEL3
JNL GOG EMERG MKTS EQUITY3
JNL AMERICAN BALANCED3
LOOMIS SAYLES GLBLGR1
MELLON CAPITAL CAPITAL NASDAQ 1001
MELLON CAPITAL EMERGING MARKETS1
S&P COMPETITIVE ADVANTAGE1
WMC GLBL REAL EST1
FRANKLIN TEMPLETON GLOBAL GROWTH1
MELLON CAPITAL CONSUMER DISCRETIONA1
MELLON CAPITAL INFORMATION TECHNOLO1
US STKMKT INDEX1
BLACKROCK GLOBAL NATURAL RESOURCES1
MELLON CAPITAL INTERNATIONAL INDIX1

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
FARMINGTON, CT
Other
NONE
$58.3B$3.9M
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
FARMINGTON, CT
Other
NONE
$52.4B$3.7M
RAYTHEON TECHNOLOGIES CORPORATION
RAYTHEON TECHNOLOGIES CORPORATION SAVINGS PLAN MASTER TRUST
FARMINGTON, CT
Other
NONE
$48.6B$3.4M
UNIVERSITY OTOLARYNGOLOGISTS, INC.
UNIVERSITY OTOLARYNGOLOGISTS, INC. 401(K) PLAN
COLUMBUS, OH
Other
INVEST MGR
187$65.4M$9K
UNIVERSITY OTOLARYNGOLOGISTS, INC.
UNIVERSITY OTOLARYNGOLOGISTS, INC. 401(K) PLAN
COLUMBUS, OH
Other
INVEST MGR
185$56.5M$12K
UNIVERSITY OTOLARYNGOLOGISTS, INC.
UNIVERSITY OTOLARYNGOLOGISTS, INC. 401(K) PLAN
COLUMBUS, OH
Other
INVEST MGR
193$48.7M$13K
JACKSON NATIONAL — Form 5500 Service Provider Profile | Form 5500 Search