Assets by plan
Share of aggregate retirement assets
57%top
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JENNER PROFIT SHARING PLAN | 401k | $13.2M | 113 | 2024 | |
| 002 | JENNER AG EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $9.9M | 90 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JENNER AG, INC. BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.7M | 195 | 2025 |