PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. JBGS Employee Company LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

JBGS Employee Company LLC

EIN 36-4861256-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
1
$142.0M assets
Health & Benefits
2
$6.6M premiums
Participants
1,337
4747 BETHESDA SUITE 200 - BETHESDA, MD 20814240-333-3600
Plans on this EIN
3 filings
#003401(k)-$142.0M - 829 part#508Mixed-$6.6M - 420 lives#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $6.6M premiums / 420 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Vision$6.3M
  • Long-term disability$175K
  • Life$163K
  • Other$163K
Total $6.6M5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

JBG SMITH 401(K) PLAN

401(k)

Assets$142.0M
Participants829
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508

JBGS EMPLOYEE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$6.6M
Covered lives420
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

JBGS HEALTHCARE FSA

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003JBG SMITH 401(K) PLAN401(k)$142.0M8292025
  • JBG SMITH 401(K) PLAN$142.0M
    #003 · 401(k) · 2025829

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#508JBGS EMPLOYEE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$6.6M4202025
#501JBGS HEALTHCARE FSASelf-funded-$002025
  • JBGS EMPLOYEE BENEFIT PLAN$6.6M
    #508 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025420
  • JBGS HEALTHCARE FSA$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica