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Sponsor portfolio

JONES-HAMILTON CO.

EIN 20-3745300-chemicals-Latest filing 2025
Plans
3
Retirement
2
$134.7M assets
Welfare
1
$206K premiums
Participants
474
570 LONGBOW DR - MAUMEE, OH 43537419-887-7099jones-hamilton.comLinkedIn51-200 employeeschemicals
Plans on this EIN
3 filings
#002ESOP-$126.0M - 185 part#003401k-$8.7M - 152 part#501Mixed-$206K - 305 lives

Retirement portfolio analytics

2 plans aggregated / $134.7M assets / 337 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • EMPLOYEE STOCK OWNERSHIP (#002)94%
  • JONES-HAMILTON CO. 401(K) (#003)6%
Total $134.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)185
  • JONES-HAMILTON CO. 401(K) (#003)152
Total 337Click row to drill in

Benefits portfolio analytics

1 plan / $206K premiums / 305 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$110K
  • Other$80K
  • Life$79K
  • Long-term disability$79K
  • Vision$17K
Total $206K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • DELTA DENTAL OF CALIFORNIA53%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY38%
  • VISION SERVICE PLAN8%
  • HARTFORD LIFE AND ACCIDENT0%
Total $206K4 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • HYLANT GROUP INC60%
  • USI INSURANCE SERVICES LLC40%
Total $24K2 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

JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$126.0M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JONES-HAMILTON CO. 401(K) PLAN

401k

Assets$8.7M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JONES-HAMILTON HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$206K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$126.0M1852025
003JONES-HAMILTON CO. 401(K) PLAN401k$8.7M1522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JONES-HAMILTON HEALTH AND WELFARE PLANMixedDELTA DENTAL OF OHIO$206K3052025
Retirement plans
Welfare plans
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