Jackson National Life Insurance 401(k) and retirement plans

Jackson National Life Insurance Company, Lansing, MI. EIN 38-1659835. Annual reports 2009–2024. Also filed as Penncorp Southwestern Financial.

Jackson National Life Insurance Company has one active retirement plan on file, the Jackson National Life Insurance Company Defined Contribution Plan, with 5,407 participants and $1.4 billion in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Jackson National Life Insurance's filings since 2009.

Active plans: 1
Participants: 5,407
Plan assets: $1.4 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Jackson National Life Insurance Company Defined Contribution Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 38-1659835
Participants (2024): 5,407
Net assets (2024): $1.4 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Jackson National Life Insurance Company
1 Corporate Way
Lansing, MI 48951
(517) 367-3800As filed for 2024
In effect since: January 1, 1975

Earlier plan names: Jackson National Life Insurance Co Defined Contribution Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,407	$1.4 billion	Fidelity
2023	5,347	$1.3 billion	Fidelity
2022	5,513	$1.1 billion	Fidelity
2021	5,136	$1.3 billion	Fidelity
2020	5,221	$1.2 billion	Fidelity
2019	5,876	$1.1 billion	Fidelity
2018	5,800	$921 million	Fidelity
2017	5,972	$954 million	Fidelity
2016	5,892	$803 million	Fidelity
2015	5,810	$710 million	Fidelity
2014	4,829	$651 million	Fidelity
2013	5,423	$579 million	Fidelity
2012	5,036	$457 million	Fidelity
2011	4,671	$377 million	Fidelity
2010	4,389	$345 million	Fidelity
2009	4,074	$280 million	Fidelity

Penncorp Financial Group, Inc. Retirement and Savings Plan

401(k)Closed

Closed. The plan filed its final annual report for 2018, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 38-1659835
Participants (2017): 21
Net assets (2017): $1.2 million
Plan administrator: Jackson National Life Insurance Company
1 Corporate Way
Lansing, MI 48951
(517) 367-4145As filed for 2018
In effect since: October 1, 1990

Earlier sponsor: Penncorp Southwestern Financial (2009–2011).

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	not listed
2017	21	$1.2 million	not listed
2016	23	$1.0 million	not listed
2015	23	$973,333	not listed
2014	25	$982,819	not listed
2013	24	$952,038	not listed
2012	29	$966,436	not listed
2011	30	$973,026	not listed
2010	31	$982,245	not listed
2009	31	$871,720	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Jackson National Life Insurance Company Defined Contribution Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((517) 367-3800). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Jackson National Life Insurance Company Defined Contribution Plan

Penncorp Financial Group, Inc. Retirement and Savings Plan

If you had money in one of these plans

What these numbers are

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