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

JUDSON SERVICES, INC.

EIN 34-0714539-Latest filing 2025
Plans
3
Retirement
2
$11.3M assets
Welfare
1
$207K premiums
Participants
962
2182 AMBLESIDE DRIVE - CLEVELAND, OH 44106216-791-2778
Plans on this EIN
3 filings
#003403b-$10.7M - 524 part#002403b-$629K - 164 part#502Mixed-$207K - 274 lives

Retirement portfolio analytics

2 plans aggregated / $11.3M assets / 688 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • JUDSON NON-UNION 403(B) (#003)94%
  • JUDSON UNION 403(B) (#002)6%
Total $11.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JUDSON NON-UNION 403(B) (#003)524
  • JUDSON UNION 403(B) (#002)164
Total 688Click row to drill in

Benefits portfolio analytics

1 plan / $207K premiums / 274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$207K
  • Vision$207K
  • Life$207K
  • Short-term disability$207K
  • Long-term disability$207K
  • Other$207K
Total $207K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $207K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JUDSON NON-UNION 403(B) PLAN

403b

Assets$10.7M
Participants524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JUDSON UNION 403(B) PLAN

403b

Assets$629K
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JUDSON SERVICES INC.

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$207K
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JUDSON NON-UNION 403(B) PLAN403b$10.7M5242024
002JUDSON UNION 403(B) PLAN403b$629K1642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JUDSON SERVICES INC.MixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$207K2742025
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