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

COLD JET, LLC

EIN 20-0229498-machinery-Latest filing 2024
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$2.1M premiums
Participants
337
6283 TRI RIDGE BLVD. - LOVELAND, OH 45140513-716-6331coldjet.comLinkedIn201-500 employeesmachinery
Plans on this EIN
2 filings
#001401k-$21.2M - 189 part#501Fully Insured-$2.1M - 291 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Life$123K
  • Short-term disability$123K
  • Long-term disability$123K
  • Dental$87K
  • Vision$23K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • ANTHEM LIFE INSURANCE COMPANY6%
  • AMERITAS LIFE INSURANCE CORP.4%
  • EYEMED VISION CARE1%
  • THE STANDARD1%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $93K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COLD JET, LLC RETIREMENT SAVINGS 401(K) PROFIT SHARING PLAN

401k

Assets$21.2M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLD JET, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE

Premiums$2.1M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLD JET, LLC RETIREMENT SAVINGS 401(K) PROFIT SHARING PLAN401k$21.2M1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLD JET, LLC EMPLOYEE BENEFIT PLANFully InsuredUNITED HEALTHCARE$2.1M2912024
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