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Sponsor portfolio

JERGENS, INC.

EIN 34-0249036-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$1.5M premiums
Participants
537
15700 S WATERLOO ROAD - CLEVELAND, OH 44110216-486-5540jergensinc.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$26.2M - 332 part#501Mixed-$1.5M - 205 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Vision$169K
  • Life$169K
  • Long-term disability$169K
  • Other$169K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • MEDICAL MUTUAL89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $53K1 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

JERGENS, INC. SALARY REDUCTION PROFIT SHARING RETIREMENT PLAN AND TRUST

401k

Assets$26.2M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JERGENS INC LIFE AD & D INSURANCE HOSPITAL SURGICAL

Mixed - MEDICAL MUTUAL OF OHIO

Premiums$1.5M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JERGENS, INC. SALARY REDUCTION PROFIT SHARING RETIREMENT PLAN AND TRUST401k$26.2M3322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JERGENS INC LIFE AD & D INSURANCE HOSPITAL SURGICALMixedMEDICAL MUTUAL OF OHIO$1.5M2052025
Retirement plans
Welfare plans
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