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Sponsor portfolioTH

JACOBUS ENERGY, LLC

EIN 39-1957778-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$34.1M assets
Welfare
1
$278K premiums
Participants
1,072
11414 W. PARK PLACE, SUITE 300 - MILWAUKEE, WI 53224414-359-0700LinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$34.1M - 671 part#503Mixed-$278K - 641 lives

Benefits portfolio analytics

1 plan / $278K premiums / 641 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$248K
  • Life$157K
  • Short-term disability$157K
  • Long-term disability$157K
  • Health$92K
  • Vision$29K
Total $278K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • RELIASTAR LIFE INSURANCE COMPANY56%
  • METROPOLITAN LIFE INSURANCE COMPANY44%
Total $278K2 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • M3 INSURANCE SOLUTIONS INC84%
  • C2 CENTRIC LLC9%
  • WATCHTOWER BENEFITS, LLC5%
  • WATCHTOWER TECHNOLOGIES INC4%
  • COTTINGHAM & BUTLER-1%
Total $18K5 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

JACOBUS ENERGY RETIREMENT PLAN

401k

Assets$34.1M
Participants671
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

JACOBUS ENERGY, LLC EMPLOYEE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$278K
Covered lives641
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JACOBUS ENERGY RETIREMENT PLAN401k$34.1M6712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503JACOBUS ENERGY, LLC EMPLOYEE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$278K6412025
Retirement plans
Welfare plans
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