Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$98K
- Life$85K
- Short-term disability$85K
- Long-term disability$85K
- Dental$59K
- Health$13K
- +1 more
Sponsor portfolio
JACK WALTERS & SONS CORP.
EIN 39-1093704constructionLatest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$168K premiums
Participants
323
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $168K premiums / 154 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- HARTFORD LIFE AND ACCIDENT51%
- DELTA DENTAL OF CALIFORNIA35%
- UNITED HEALTHCARE INSURANCE COMPANY8%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JACK WALTERS & SONS CORP. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$10.0M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
JACK WALTERS & SONS, CORP. GROUP HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$168K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACK WALTERS & SONS CORP. 401(K) RETIREMENT SAVINGS PLAN | 401k | $10.0M | 169 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | JACK WALTERS & SONS, CORP. GROUP HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $168K | 154 | 2025 |
Retirement plans
Welfare plans