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Sponsor portfolio

JETSON SPECIALTY MARKETING SERVICES, INC.

EIN 45-2722177-information services-Latest filing 2025
Plans
2
Retirement
1
$8.9M assets
Welfare
1
$2.4M premiums
Participants
858
9775 COMMERCE CIRCLE - KUTZTOWN, PA 19530484-772-4000jetsonmarketing.comLinkedIn201-500 employeesinformation services
Plans on this EIN
2 filings
#001401k-$8.9M - 494 part#501Fully Insured-$2.4M - 410 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 410 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Prescription drug$2.2M
  • Other$120K
  • Life$95K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • ACI SPECIALTY BENEFITS0%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MCGRIFF INSURANCE SERVICES INC73%
  • MARSH & MCLENNAN AGENCY LLC27%
  • IMG0%
Total $87K3 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

JETSON SPECIALTY MARKETING SERVICES INC. 401(K) RETIREMENT

401k

Assets$8.9M
Participants494
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JETSON SPECIALTY MARKETING SERVICES, INC. EMPLOYEE BENEFITS WELFARE PLAN

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$2.4M
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JETSON SPECIALTY MARKETING SERVICES INC. 401(K) RETIREMENT401k$8.9M4942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JETSON SPECIALTY MARKETING SERVICES, INC. EMPLOYEE BENEFITS WELFARE PLANFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$2.4M4102025
Retirement plans
Welfare plans
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