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  2. JERRY'S ENTERPRISES, INC.
Sponsor portfolioTH

JERRY'S ENTERPRISES, INC.

EIN 41-0834686-Latest filing 2025
Plans
3
Retirement
2
$94.4M assets
Welfare
1
$203K premiums
Participants
2,602
5101 VERNON AVENUE SOUTH - EDINA, MN 55436952-928-1686
Plans on this EIN
3 filings
#001401k-$49.5M - 645 part#002401k-$44.9M - 1,709 part#502Mixed-$203K - 388 lives

Retirement portfolio analytics

2 plans aggregated / $94.4M assets / 2,354 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PROFIT SHARING 401(K) (#001)52%
  • UNION EMPLOYEE'S 401(K) (#002)48%
Total $94.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEE'S 401(K) (#002)1,709
  • PROFIT SHARING 401(K) (#001)645
Total 2,354Click row to drill in

Benefits portfolio analytics

1 plan / $203K premiums / 388 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$179K
  • Short-term disability$179K
  • Long-term disability$179K
  • Other$179K
  • Vision$24K
Total $203K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA88%
  • EYEMED VISION CARE12%
Total $203K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $24K1 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

JERRY'S ENTERPRISES INC EMPLOYEE'S PROFIT SHARING 401(K) PLAN

401k

Assets$49.5M
Participants645
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JERRYS ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN

401k

Assets$44.9M
Participants1,709
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JERRYS ENTERPRISES, INC. HEALTH CARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$203K
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JERRY'S ENTERPRISES INC EMPLOYEE'S PROFIT SHARING 401(K) PLAN401k$49.5M6452024
002JERRYS ENTERPRISES, INC. UNION EMPLOYEE'S 401(K) PLAN401k$44.9M1,7092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JERRYS ENTERPRISES, INC. HEALTH CARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$203K3882025
Retirement plans
Welfare plans
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