Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.2M
- Prescription drug$5.2M
- Other$448K
- Life$441K
- Short-term disability$441K
- Long-term disability$441K
- +2 more
Sponsor portfolioTH
JACKSON HEWITT TAX SERVICE INC.
EIN 20-0779692financial servicesLatest filing 2025
Plans
2
Retirement
1
$72.3M assets
Welfare
1
$6.0M premiums
Participants
1,904
501 N. CATTLEMEN ROAD, SUITE 300 - SARASOTA, FL 34232941-378-7117jacksonhewitt.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.0M premiums / 706 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BIND BENEFITS, INC. DBA SUREST87%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
- UNITEDHEALTHCARE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
66%top
- HUB INTERNATIONAL MIDWEST LIMITED66%
- CUSTOM BENEFIT PROGRAMS INC32%
- AON CONSULTING INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JACKSON HEWITT EMPLOYEE SAVINGS PLAN
401k
Assets$72.3M
Participants1,532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JACKSON HEWITT TAX SERVICES, INC. WELFARE BENEFITS PLAN
Fully Insured - BIND BENEFITS, INC. DBA SUREST
Premiums$6.0M
Covered lives706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACKSON HEWITT EMPLOYEE SAVINGS PLAN | 401k | $72.3M | 1,532 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JACKSON HEWITT TAX SERVICES, INC. WELFARE BENEFITS PLAN | Fully Insured | BIND BENEFITS, INC. DBA SUREST | $6.0M | 706 | 2024 |
Retirement plans
Welfare plans