Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$65K
- Vision$12K
- Short-term disability$12K
- Life$8K
- Other$8K
Sponsor portfolio
JACOBI SALES, INC.
EIN 35-1036331Latest filing 2025
Plans
2
Retirement
1
$23.9M assets
Welfare
1
$98K premiums
Participants
206
425 MAIN STREET NE - PALMYRA, IN 47164812-364-6141
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $98K premiums / 207 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- DELTA DENTAL OF CALIFORNIA79%
- UNITED OF OMAHA LIFE INSURANCE COMPANY21%
Broker market share
Schedule A broker compensation
100%top
- ERTEL & COMPANY, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JACOBI SALES, INC. 401(K) PLAN
401k
Assets$23.9M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JACOBI SALES, INC. EMPLOYEE BENEFIT PLAN
Mixed - DELTA DENTAL OF INDIANA
Premiums$98K
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACOBI SALES, INC. 401(K) PLAN | 401k | $23.9M | 96 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JACOBI SALES, INC. EMPLOYEE BENEFIT PLAN | Mixed | DELTA DENTAL OF INDIANA | $98K | 207 | 2025 |
Retirement plans
Welfare plans