Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JEL SERT CO
EIN 36-1279850food & beveragesLatest filing 2025
Plans
3
Retirement
2
$45.3M assets
Welfare
1
$7.8M premiums
Participants
1,451
501 CONDE ST - WEST CHICAGO, IL 601853433630-231-7590jelsert.comLinkedIn501-1000 employeesfood & beverages
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $45.3M assets / 1,005 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.8M premiums / 1,076 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.1M
- Vision$340K
- Life$340K
- Long-term disability$340K
- Other$340K
- Dental$318K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- DEARBORN LIFE INSURANCE COMPANY4%
- METROPOLITAN LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JEL SERT COMPANY INCENTIVE SAVINGS PLAN
401k
Assets$41.9M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JEL SERT RETIREMENT INCOME AND SAVINGS PLAN
401k
Assets$3.4M
Participants717
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
JEL SERT GROUP HEALTH PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$7.8M
Covered lives1,076
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEL SERT COMPANY INCENTIVE SAVINGS PLAN | 401k | $41.9M | 288 | 2024 | |
| 003 | JEL SERT RETIREMENT INCOME AND SAVINGS PLAN | 401k | $3.4M | 717 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | JEL SERT GROUP HEALTH PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $7.8M | 1,076 | 2025 |
Retirement plans
Welfare plans