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Sponsor portfolio

JOE JURGIELEWICZ & SON, LTD.

EIN 22-2620649-food production-Latest filing 2025
Plans
3
Retirement
1
$7.7M assets
Welfare
2
$1.0M premiums
Participants
517
189 CHEESE LANE - HAMBURG, PA 19526610-562-3825tastyduck.comLinkedIn51-200 employeesfood production
Plans on this EIN
3 filings
#001401k-$7.7M - 278 part#501Self Funded-$636K - 153 lives#502Fully Insured-$365K - 510 lives

Benefits portfolio analytics

2 plans / $1.0M premiums / 663 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$305K
  • Long-term disability$296K
  • Short-term disability$292K
  • Life$290K
  • Vision$280K
  • Other$16K
Total $365K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA75%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
  • UNITED CONCORDIA INSURANCE COMPANY8%
  • BLUE CROSS OF CALIFORNIA1%
Total $365K4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • COTTINGHAM & BUTLER97%
  • ASSUREDPARTNERS3%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $40K3 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

JOE JURGIELEWICZ & SON, LTD., ET AL 401(K) PLAN

401k

Assets$7.7M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOE JURGIELEWICZ & SON, LTD. GROUP MEDICAL PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$636K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JOE JURGIELEWICZ & SON, LTD. GROUP INSURANCE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$365K
Covered lives510
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOE JURGIELEWICZ & SON, LTD., ET AL 401(K) PLAN401k$7.7M2782024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOE JURGIELEWICZ & SON, LTD. GROUP MEDICAL PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$636K1532024
502JOE JURGIELEWICZ & SON, LTD. GROUP INSURANCE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$365K5102025
Retirement plans
Welfare plans
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