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Sponsor portfolio

JP EXPRESS SERVICE INC.

EIN 11-3198872-Transportation and Warehousing-Latest filing 2025
Plans
3
Retirement
2
$69.9M assets
Welfare
1
$3.2M premiums
Participants
894
131 HOFFMAN LANE - ISLANDIA, NY 11749631-667-6731
Plans on this EIN
3 filings
#002ESOP-$59.7M - 332 part#001401k-$10.2M - 315 part#501Fully Insured-$3.2M - 258 lives

Retirement portfolio analytics

2 plans aggregated / $69.9M assets / 647 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • EMPLOYEE STOCK OWNERSHIP (#002)85%
  • EXPRESS SERVICE 401(K) (#001)15%
Total $69.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)332
  • EXPRESS SERVICE 401(K) (#001)315
Total 647Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$273K
  • Vision$273K
  • Life$273K
  • Short-term disability$273K
  • Long-term disability$273K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • AETNA LIFE INSURANCE COMPANY91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Total $3.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • NFP INSURANCE SERVICES INC100%
  • HILB GROUP OF NEW ENGLAND0%
Total $156K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

J.P. EXPRESS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$59.7M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JP EXPRESS SERVICE 401(K) PLAN

401k

Assets$10.2M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JP EXPRESS SERVICE HEALTH AND WELFARE PLANS

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$3.2M
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002J.P. EXPRESS EMPLOYEE STOCK OWNERSHIP PLANESOP$59.7M3322024
001JP EXPRESS SERVICE 401(K) PLAN401k$10.2M3152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JP EXPRESS SERVICE HEALTH AND WELFARE PLANSFully InsuredAETNA LIFE INSURANCE CO.$3.2M2582025
Retirement plans
Welfare plans
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