PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. A. J. JERSEY, INC
Sponsor portfolio

A. J. JERSEY, INC

EIN 22-1905554-industrial automation-Latest filing 2025
Plans
6
Retirement
1
$18.6M assets
Welfare
5
$4.5M premiums
Participants
917
125 ST NICHOLAS AVE. - SOUTH PLAINFIELD, NJ 07080908-754-7333LinkedIn51-200 employeesindustrial automation
Plans on this EIN
6 filings
#001401k-$18.6M - 205 part#501Fully Insured-$2.3M - 228 lives#503Fully Insured-$2.0M - 123 lives#504Fully Insured-$80K - 249 lives#502Fully Insured-$38K - 169 lives#505Fully Insured-$12K - 128 lives

Benefits portfolio analytics

5 plans / $4.5M premiums / 897 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Life$40K
  • Other$40K
  • Long-term disability$26K
  • Dental$11K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • HORIZON HEALTHCARE SERVICES, INC.97%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • DELTA DENTAL OF CALIFORNIA0%
  • PRINCIPAL LIFE INSURANCE COMPANY0%
Total $2.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
  • DONALD C SAVOY INC0%
Total $92K2 slices

Plan deep-dives

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

A.J. JERSEY, INC. EMPLOYEES PROFIT SHARING 401(K) PLAN

401k

Assets$18.6M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A. J. JERSEY, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$2.3M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

A. J. JERSEY, INC. MEDICAL PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$2.0M
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

A. J. JERSEY, INC. DENTAL PLAN

Fully Insured - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$80K
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

A. J. JERSEY, INC. LIFE INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$38K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

A. J. JERSEY, INC. VISION PLAN

Fully Insured - HORIZON INSURANCE COMPANY

Premiums$12K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001A.J. JERSEY, INC. EMPLOYEES PROFIT SHARING 401(K) PLAN401k$18.6M2052024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A. J. JERSEY, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC.$2.3M2282025
503A. J. JERSEY, INC. MEDICAL PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC.$2.0M1232024
504A. J. JERSEY, INC. DENTAL PLANFully InsuredDELTA DENTAL OF NEW JERSEY, INC.$80K2492024
502A. J. JERSEY, INC. LIFE INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$38K1692024
505A. J. JERSEY, INC. VISION PLANFully InsuredHORIZON INSURANCE COMPANY$12K1282024
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