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Sponsor portfolioTH

THE JAY GROUP

EIN 23-1723070-logistics and supply chain-Latest filing 2024
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$477K premiums
Participants
464
700 INDIAN SPRINGS DR - LANCASTER, PA 17601717-285-6206jaygroup.comLinkedIn201-500 employeeslogistics and supply chain
Plans on this EIN
2 filings
#001401k-$4.1M - 278 part#501Mixed-$477K - 186 lives

Benefits portfolio analytics

1 plan / $477K premiums / 186 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$357K
  • Life$109K
  • Short-term disability$109K
  • Long-term disability$109K
  • Other$109K
  • Vision$11K
Total $477K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UNITEDHEALTHCARE INSURANCE COMPANY75%
  • AMERICAN UNITED LIFE INSURANCE COMPANY23%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $477K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ASSUREDPARTNERS95%
  • AP BENEFIT ADVISORS, LLC5%
Total $10K2 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

THE JAY GROUP RETIREMENT PLAN

401k

Assets$4.1M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP

Mixed - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$477K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE JAY GROUP RETIREMENT PLAN401k$4.1M2782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUPMixedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$477K1862024
Retirement plans
Welfare plans
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