Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$961K
- Dental$305K
- Long-term disability$296K
- Short-term disability$292K
- Life$290K
- Vision$280K
- +1 more
Filings through .
Joe Jurgielewicz & Son, Ltd
EIN 22-2620649food productionLatest filing 2025
Plans
3
Retirement
1
$12.6M assets
Health & Benefits
2
$1.3M premiums
Participants
804
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $1.3M premiums / 751 covered lives
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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
JOE JURGIELEWICZ & SON, LTD., ET AL 401(K) PLAN
401(k)
Assets$12.6M
Participants565
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JOE JURGIELEWICZ & SON, LTD. GROUP MEDICAL PLAN
Self-funded - HM LIFE INSURANCE COMPANY
Premiums$961K
Covered lives241
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
JOE JURGIELEWICZ & SON, LTD. GROUP INSURANCE PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$365K
Covered lives510
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JOE JURGIELEWICZ & SON, LTD., ET AL 401(K) PLAN | 401(k) | $12.6M | 565 | 2025 |
- #001 · 401(k) · 2025565
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JOE JURGIELEWICZ & SON, LTD. GROUP MEDICAL PLAN | Self-funded | HM LIFE INSURANCE COMPANY | $961K | 241 | 2025 |
| #502 | JOE JURGIELEWICZ & SON, LTD. GROUP INSURANCE PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $365K | 510 | 2025 |
- #501 · Self-funded · HM LIFE INSURANCE COMPANY · 2025241
- #502 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025510
Retirement plans
Health & Benefits plans