PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JACOBS MANAGEMENT CORPORATION
Sponsor portfolio

JACOBS MANAGEMENT CORPORATION

EIN 41-1458571-management consulting-Latest filing 2024
Plans
2
Retirement
1
$32.9M assets
Welfare
1
$71K premiums
Participants
464
8096 EXCELSIOR BOULEVARD - HOPKINS, MN 55343612-339-9500jacobs-mgmt.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$32.9M - 320 part#504Mewa-$71K - 144 lives

Benefits portfolio analytics

1 plan / $71K premiums / 144 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $71K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HORIZON BENEFITS LLC100%
Total $7K1 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

JACOBS GROUP 401(K) PLAN

401k

Assets$32.9M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

LIFE INSURANCE PLAN FOR EMPLOYEES OF JACOBS MANAGEMENT CORPORATION

Mewa - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$71K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JACOBS GROUP 401(K) PLAN401k$32.9M3202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504LIFE INSURANCE PLAN FOR EMPLOYEES OF JACOBS MANAGEMENT CORPORATIONMewaUNUM LIFE INSURANCE COMPANY OF AMERICA$71K1442024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica