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Sponsor portfolio

THE JOR-MAC COMPANY INC

EIN 39-1985012-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$962K premiums
Participants
430
155 MAIN ST - LOMIRA, WI 530489544920-269-8500jor-mac.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$2.5M - 164 part#501Mixed-$962K - 266 lives

Benefits portfolio analytics

1 plan / $962K premiums / 266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$811K
  • Life$155K
  • Long-term disability$155K
  • Dental$132K
  • Vision$19K
Total $962K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • SYMETRA LIFE INSURANCE COMPANY68%
  • HARTFORD LIFE AND ACCIDENT16%
  • DELTA DENTAL OF CALIFORNIA14%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $962K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RSC INSURANCE BROKERAGE INC100%
Total $30K1 slice

Plan deep-dives

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

THE JOR-MAC COMPANY 401(K) PLAN PLAN AND TRUST

401k

Assets$2.5M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE JOR-MAC, INC

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$962K
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE JOR-MAC COMPANY 401(K) PLAN PLAN AND TRUST401k$2.5M1642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE JOR-MAC, INCMixedSYMETRA LIFE INSURANCE COMPANY$962K2662025
Retirement plans
Welfare plans
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