Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JONES DAY
EIN 34-0319085Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
8
Retirement
4
$3.28B assets
Welfare
4
$11.5M premiums
Participants
19,654
NORTH POINT, 901 LAKESIDE AVENUE - CLEVELAND, OH 441141190216-586-3939
Retirement portfolio analytics
4 plans aggregated / $3.28B assets / 9,178 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $11.5M premiums / 4,799 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$5.4M
- Life$4.5M
- Other$829K
- Health$478K
- Dental$478K
- Vision$364K
Carrier market share
Premium dollars by Schedule A carrier
53%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA53%
- SECURIAN LIFE INSURANCE COMPANY37%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- FIDELITY SECURITY LIFE INSURANCE COMPANY3%
- DELAWARE AMERICAN LIFE INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
89%top
- FREDERICK W. HOWARTH III89%
- PECK FINANCIAL SERVICES INC8%
- GALLAGHER BENEFIT SERVICES, INC.2%
- TCS INSURANCE AGENCY INC0%
- AON CONSULTING INC0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JONES DAY RETIREMENT PLAN
401k
Assets$1.58B
Participants1,499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
JONES DAY QUALIFIED DEFINED BENEFIT PLAN
TraditionalDB
Assets$830.7M
Participants2,077
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
JONES DAY SUPPLEMENTAL SAVINGS PLAN
401k
Assets$506.6M
Participants3,978
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JONES DAY PENSION PLAN
CashBalance
Assets$367.6M
Participants1,624
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
JONES DAY INSURED WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$11.5M
Covered lives4,799
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
JONES DAY FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519
JONES DAY MEDICAL AND DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
JONES DAY SEVERANCE PAY PLAN FOR US STAFF, LEGAL SUPPORT AND STAFF ATTORNEY EMPLOYEES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JONES DAY RETIREMENT PLAN | 401k | $1.58B | 1,499 | 2024 | |
| 008 | JONES DAY QUALIFIED DEFINED BENEFIT PLAN | TraditionalDB | $830.7M | 2,077 | 2024 | |
| 004 | JONES DAY SUPPLEMENTAL SAVINGS PLAN | 401k | $506.6M | 3,978 | 2024 | |
| 002 | JONES DAY PENSION PLAN | CashBalance | $367.6M | 1,624 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | JONES DAY INSURED WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11.5M | 4,799 | 2024 | |
| 510 | JONES DAY FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 519 | JONES DAY MEDICAL AND DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 520 | JONES DAY SEVERANCE PAY PLAN FOR US STAFF, LEGAL SUPPORT AND STAFF ATTORNEY EMPLOYEES | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans