PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JBI, LLC
Sponsor portfolio

JBI, LLC

EIN 14-1862443-Latest filing 2025
Plans
2
Retirement
1
$14.7M assets
Welfare
1
$1.4M premiums
Participants
714
2650 E. EL PRESIDIO ST. - LONG BEACH, CA 90810714-349-7396
Plans on this EIN
2 filings
#003401k-$14.7M - 482 part#501Fully Insured-$1.4M - 239 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Other$310K
  • Dental$282K
  • Vision$282K
  • Life$282K
  • Short-term disability$282K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • AETNA LIFE INSURANCE COMPANY77%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • DIGITAL INSURANCE LLC78%
  • VOLUNTARY BENEFIT ADVISORS14%
  • CENTRO BENEFITS RESEARCH LLC8%
Total $162K3 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

JBI, LLC 401(K) PLAN

401k

Assets$14.7M
Participants482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JBI, LLC HEALTH AND WELFARE PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$1.4M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003JBI, LLC 401(K) PLAN401k$14.7M4822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JBI, LLC HEALTH AND WELFARE PLANFully InsuredAETNA HEALTH, INC.$1.4M2392025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica