Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$512K
- Life$511K
- Short-term disability$511K
- Long-term disability$511K
- Dental$189K
- Vision$72K
Sponsor portfolio
JAKO ENTERPRISES, LLC
EIN 22-3806236Latest filing 2025
Plans
2
Retirement
1
$15.5M assets
Welfare
1
$773K premiums
Participants
7,017
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $773K premiums / 1,476 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- SUN LIFE ASSURANCE COMPANY OF CANADA66%
- UNITED CONCORDIA INSURANCE COMPANY24%
- VISION SERVICE PLAN9%
- AFLAC0%
Broker market share
Schedule A broker compensation
72%top
- CENTERSTONE INSURANCE AND FINANCIAL72%
- MCGRIFF INSURANCE SERVICES INC18%
- MARSH & MCLENNAN AGENCY LLC8%
- KISTLER TIFFANY BENEFITS2%
- JACQUELINE EBERZ0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JAKO ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$15.5M
Participants5,541
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JAKO ENTERPRISES GROUP BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$773K
Covered lives1,476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAKO ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | 401k | $15.5M | 5,541 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JAKO ENTERPRISES GROUP BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $773K | 1,476 | 2025 |
Retirement plans
Welfare plans