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  2. JACK HENRY & ASSOCIATES INC
Sponsor portfolioTH

JACK HENRY & ASSOCIATES INC

EIN 43-1128385-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$1.56B assets
Welfare
1
$9.9M premiums
Participants
15,659
663 HIGHWAY 60, P.O. BOX 807 - MONETT, MO 65708417-235-6652
Plans on this EIN
2 filings
#003401k-$1.56B - 8,527 part#502Mixed-$9.9M - 12,771 lives

Benefits portfolio analytics

1 plan / $9.9M premiums / 12,771 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.3M
  • Life$4.5M
  • Long-term disability$4.5M
  • Health$2.5M
  • Prescription drug$2.5M
  • Vision$1.1M
Total $9.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA46%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • +1 more
Total $9.9M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $678K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN

401k

Assets$1.56B
Participants8,527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JACK HENRY & ASSOCIATES, INC. HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$9.9M
Covered lives12,771
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN401k$1.56B8,5272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JACK HENRY & ASSOCIATES, INC. HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$9.9M12,7712024
Retirement plans
Welfare plans
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