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  2. Jackson Hewitt Tax Service Inc.
  • Benefits analytics
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Filings through Oct 24, 2026.

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Jackson Hewitt Tax Service Inc.

EIN 20-0779692-financial services-Latest filing 2025
Plans
2
Retirement
1
$72.3M assets
Health & Benefits
1
$5.6M premiums
Participants
1,893
501 N. CATTLEMEN ROAD, SUITE 300 - SARASOTA, FL 34232941-378-7117jacksonhewitt.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$72.3M - 1,532 part#501Fully insured-$5.6M - 562 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $5.6M premiums / 562 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Dental$5.1M
  • Other$480K
  • Life$349K
  • Short-term disability$349K
  • Long-term disability$349K
  • +1 more
Total $5.6M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

JACKSON HEWITT EMPLOYEE SAVINGS PLAN

401(k)

Assets$72.3M
Participants1,532
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

JACKSON HEWITT TAX SERVICES, INC. WELFARE BENEFITS PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.6M
Covered lives562
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JACKSON HEWITT EMPLOYEE SAVINGS PLAN401(k)$72.3M1,5322025
  • JACKSON HEWITT EMPLOYEE SAVINGS PLAN$72.3M
    #001 · 401(k) · 20251,532

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501JACKSON HEWITT TAX SERVICES, INC. WELFARE BENEFITS PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$5.6M5622025
  • JACKSON HEWITT TAX SERVICES, INC. WELFARE BENEFITS PLAN$5.6M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025562
Retirement plans
Health & Benefits plans

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