Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ESOP
401k
Fully Insured - AETNA LIFE INSURANCE CO.
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | J.P. EXPRESS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $59.7M | 332 | 2024 | |
| 001 | JP EXPRESS SERVICE 401(K) PLAN | 401k | $10.2M | 315 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JP EXPRESS SERVICE HEALTH AND WELFARE PLANS | Fully Insured | AETNA LIFE INSURANCE CO. | $3.2M | 258 | 2025 |