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Sponsor portfolio

JACKSON FAMILY ENTERPRISES

EIN 20-5780901-sports-Latest filing 2025
Plans
2
Retirement
1
$228.9M assets
Welfare
1
$27.1M premiums
Participants
4,143
425 AVIATION BOULEVARD - SANTA ROSA, CA 95403707-544-4000LinkedIn51-200 employeessports
Plans on this EIN
2 filings
#003401k-$228.9M - 2,520 part#501Mewa-$27.1M - 1,824 lives

Benefits portfolio analytics

1 plan / $27.1M premiums / 1,824 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$26.5M
  • Prescription drug$26.5M
  • Other$494K
  • Life$217K
  • Long-term disability$217K
  • Vision$159K
Total $27.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BLUE CROSS OF CALIFORNIA68%
  • KAISER FOUNDATION HEALTH PLAN INC29%
  • MODERN HEALTH1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • VISION SERVICE PLAN1%
  • +2 more
Total $27.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • LIBERTY COMPANY INSURANCE BROKERS72%
  • ALLIANT INSURANCE SERVICES, INC.28%
Total $558K2 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

JACKSON FAMILY ENTERPRISES 401(K) PLAN

401k

Assets$228.9M
Participants2,520
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JACKSON FAMILY ENTERPRISES HEALTH CARE PLAN

Mewa - BLUE CROSS OF CALIFORNIA

Premiums$27.1M
Covered lives1,824
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003JACKSON FAMILY ENTERPRISES 401(K) PLAN401k$228.9M2,5202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JACKSON FAMILY ENTERPRISES HEALTH CARE PLANMewaBLUE CROSS OF CALIFORNIA$27.1M1,8242025
Retirement plans
Welfare plans
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