PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JEP MANAGEMENT, INC.
Sponsor portfolio

JEP MANAGEMENT, INC.

EIN 23-2589880-executive office-Latest filing 2025
Plans
2
Retirement
1
$63.8M assets
Welfare
1
$3.7M premiums
Participants
979
101 H CHERRY LANE - WYNNEWOOD, PA 19096610-658-0888LinkedIn11-50 employeesexecutive office
Plans on this EIN
2 filings
#001401k-$63.8M - 570 part#501Fully Insured-$3.7M - 546 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 546 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Other$208K
  • Life$205K
  • Long-term disability$205K
  • Dental$120K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • AETNA LIFE INSURANCE COMPANY8%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE1%
  • +1 more
Total $3.7M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $82K1 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

JEP MANAGEMENT & AFFILIATES 401(K) PLAN

401k

Assets$63.8M
Participants570
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEP MANAGEMENT MASTER WELFARE PLAN

Fully Insured - HIGHMARK, INC.

Premiums$3.7M
Covered lives546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JEP MANAGEMENT & AFFILIATES 401(K) PLAN401k$63.8M5702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEP MANAGEMENT MASTER WELFARE PLANFully InsuredHIGHMARK, INC.$3.7M5462025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica