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Sponsor portfolio

JARVIS PENSION PLAN

EIN 06-0403810-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$146.0M assets
Welfare
1
$2.1M premiums
Participants
970
229 BUCKINGHAM ST - HARTFORD, CT 06106860-278-2345
Plans on this EIN
3 filings
#003TraditionalDB-$110.4M - 430 part#004401k-$35.5M - 331 part#501Mixed-$2.1M - 338 lives

Retirement portfolio analytics

2 plans aggregated / $146.0M assets / 761 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • JARVIS PENSION (#003)76%
  • 401(K) Savings (#004)24%
Total $146.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JARVIS PENSION (#003)430
  • 401(K) Savings (#004)331
Total 761Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.0M
  • Life$143K
  • Long-term disability$143K
  • Other$143K
Total $2.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $2.1M1 slice

Broker market share

Schedule A broker compensation

Split broker
70%top
  • PLAN MARKETING INSURANCE AGENCY INC70%
  • HEALTH PLANS, INC.27%
  • BARROWS INSURANCE AGENCY INC2%
Total $295K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JARVIS PENSION PLAN

TraditionalDB

Assets$110.4M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

401(K) SAVINGS PLAN

401k

Assets$35.5M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JARVIS GROUP MEDICAL WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.1M
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JARVIS PENSION PLANTraditionalDB$110.4M4302024
004401(K) SAVINGS PLAN401k$35.5M3312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JARVIS GROUP MEDICAL WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.1M3382024
Retirement plans
Welfare plans
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