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Sponsor portfolioTH

JEWELERS MUTUAL INSURANCE COMPANY

EIN 39-0493890-insurance-Latest filing 2025
Plans
5
Retirement
1
$96.8M assets
Welfare
4
$552K premiums
Participants
2,010
24 JEWELERS PARK DRIVE - NEENAH, WI 54956920-725-4326LinkedIn1-10 employeesinsurance
Plans on this EIN
5 filings
#001401k-$96.8M - 711 part#502Fully Insured-$368K - 560 lives#503Mixed-$118K - 448 lives#507Mixed-$66K - 604 lives#506Unknown-0 lives

Benefits portfolio analytics

4 plans / $552K premiums / 1,612 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$434K
  • Life$368K
  • Long-term disability$368K
  • Vision$118K
Total $552K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY67%
  • VISION SERVICE PLAN21%
  • UNITEDHEALTHCARE INSURANCE COMPANY12%
Total $552K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • BROWN & BROWN INSURANCE SERVICES98%
  • HAYS COMPANIES, INC.2%
Total $87K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JEWELERS MUTUAL INSURANCE COMPANY SAVINGS PLUS

401k

Assets$96.8M
Participants711
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JEWELERS MUTUAL GROUP ANCILLARY PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$368K
Covered lives560
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

JEWELERS MUTUAL INSURANCE COMPANY MEDICAL DENTAL AND VISION PLAN

Mixed - VISION SERVICE PLAN

Premiums$118K
Covered lives448
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

JEWELERS MUTUAL VB PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$66K
Covered lives604
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

JEWELERS MUTUAL EMPLOYEE ASSISTANCE PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JEWELERS MUTUAL INSURANCE COMPANY SAVINGS PLUS401k$96.8M7112024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JEWELERS MUTUAL GROUP ANCILLARY PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$368K5602025
503JEWELERS MUTUAL INSURANCE COMPANY MEDICAL DENTAL AND VISION PLANMixedVISION SERVICE PLAN$118K4482025
507JEWELERS MUTUAL VB PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$66K6042025
506JEWELERS MUTUAL EMPLOYEE ASSISTANCE PLANUnknown-$002024
Retirement plans
Welfare plans
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