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Sponsor portfolioTH

JACOB STERN & SONS, INC.

EIN 23-2150415-chemicals-Latest filing 2025
Plans
3
Retirement
1
$27.5M assets
Welfare
2
$309K premiums
Participants
308
2173 SALK AVENUE, SUITE 125 - CARLSBAD, CA 92008805-565-1411jacobstern.comLinkedIn51-200 employeeschemicals
Plans on this EIN
3 filings
#001401k-$27.5M - 141 part#501Mixed-$309K - 307 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $309K premiums / 307 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$135K
  • Long-term disability$56K
  • Life$53K
  • Short-term disability$31K
  • Vision$27K
  • Other$7K
Total $309K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA48%
  • METROPOLITAN LIFE INSURANCE COMPANY44%
  • VISION SERVICE PLAN9%
Total $309K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MICHAEL HAND100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JACOB STERN & SONS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$27.5M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JACOB STERN & SONS, INC. SPECIFIC STOP LOSS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$309K
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JACOB STERN & SONS, INC. - FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JACOB STERN & SONS, INC. 401(K) PROFIT SHARING PLAN401k$27.5M1412024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JACOB STERN & SONS, INC. SPECIFIC STOP LOSS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$309K3072025
502JACOB STERN & SONS, INC. - FLEXIBLE BENEFITS PLANSelf Funded-$002025
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