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Sponsor portfolio

JENKINS SERVICES, INC.

EIN 26-2346163-Latest filing 2025
Plans
3
Retirement
2
$21.3M assets
Welfare
1
$122K premiums
Participants
1,486
3750 CENTERVIEW DRIVE - CHANTILLY, VA 20151571-323-6029
Plans on this EIN
3 filings
#001401k-$15.1M - 546 part#002ESOP-$6.2M - 551 part#501Mixed-$122K - 455 lives

Retirement portfolio analytics

2 plans aggregated / $21.3M assets / 1,097 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • SERVICES, INC. 401(K) (#001)71%
  • PLAN AND TRUST (#002)29%
Total $21.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)551
  • SERVICES, INC. 401(K) (#001)546
Total 1,097Click row to drill in

Benefits portfolio analytics

1 plan / $122K premiums / 455 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$39K
  • Short-term disability$34K
  • Long-term disability$27K
  • Vision$22K
  • Life$11K
Total $122K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY82%
  • AMERITAS LIFE INSURANCE CORP.18%
Total $122K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MARSH & MCLENNAN AGENCY LLC90%
  • NFP INSURANCE SERVICES INC10%
Total $19K2 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

JENKINS SERVICES, INC. 401(K) PLAN

401k

Assets$15.1M
Participants546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JENKINS SERVICES, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$6.2M
Participants551
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JENKINS SERVICES HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$122K
Covered lives455
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JENKINS SERVICES, INC. 401(K) PLAN401k$15.1M5462024
002JENKINS SERVICES, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$6.2M5512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JENKINS SERVICES HEALTH AND WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$122K4552025
Retirement plans
Welfare plans
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