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Sponsor portfolio

JACK DANIELS MOTORS, INC.

EIN 22-1974783-automotive-Latest filing 2025
Plans
6
Retirement
3
$9.5M assets
Welfare
3
$1.6M premiums
Participants
702
120 PLEASANT AVENUE - UPPER SADDLE RIVER, NJ 07459201-316-1200jackdanielsmotors.comLinkedIn51-200 employeesautomotive
Plans on this EIN
6 filings
#003401k-$4.3M - 111 part#002401k-$3.5M - 95 part#001401k-$1.7M - 46 part#501Fully Insured-$1.5M - 312 lives#502Fully Insured-$101K - 312 lives#503Fully Insured-$14K - 186 lives

Retirement portfolio analytics

3 plans aggregated / $9.5M assets / 252 participants

Assets by plan

Share of aggregate retirement assets

45%top
  • 401(K) PLAN III (#003)45%
  • 401(K) PLAN II (#002)37%
  • 401(K) PLAN I (#001)18%
Total $9.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN III (#003)111
  • 401(K) PLAN II (#002)95
  • 401(K) PLAN I (#001)46
Total 252Click row to drill in

Benefits portfolio analytics

3 plans / $1.6M premiums / 810 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$101K
  • Vision$15K
  • Life$14K
  • Other$14K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • HORIZON HEALTHCARE SERVICES, INC.92%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • USABLE LIFE1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • ALTOMARE FINANCIAL GROUP, INC.80%
  • HUB INTERNATIONAL MIDWEST LIMITED13%
  • GIS BENEFITS INC6%
  • HORIZON INSURANCE COMPANY1%
Total $111K4 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

JACK DANIELS MOTORS, INC. 401(K) PLAN III

401k

Assets$4.3M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JACK DANIELS MOTORS, INC. 401(K) PLAN II

401k

Assets$3.5M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JACK DANIELS MOTORS, INC. 401(K) PLAN I

401k

Assets$1.7M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JACK DANIELS MOTORS

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$1.5M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JACK DANIELS MOTORS DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$101K
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

JACK DANIELS MOTORS LIFE INSURANCE PLAN

Fully Insured - USABLE LIFE

Premiums$14K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003JACK DANIELS MOTORS, INC. 401(K) PLAN III401k$4.3M1112025
002JACK DANIELS MOTORS, INC. 401(K) PLAN II401k$3.5M952025
001JACK DANIELS MOTORS, INC. 401(K) PLAN I401k$1.7M462025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JACK DANIELS MOTORSFully InsuredHORIZON HEALTHCARE SERVICES, INC.$1.5M3122025
502JACK DANIELS MOTORS DENTAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$101K3122025
503JACK DANIELS MOTORS LIFE INSURANCE PLANFully InsuredUSABLE LIFE$14K1862025
Retirement plans
Welfare plans
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