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Sponsor portfolio

JACK OHIO FINANCE LLC

EIN 45-2917350-Latest filing 2025
Plans
2
Retirement
1
$46.3M assets
Welfare
1
$1.2M premiums
Participants
3,072
100 PUBLIC SQUARE - CLEVELAND, OH 44113216-297-4777
Plans on this EIN
2 filings
#002401k-$46.3M - 1,751 part#501Mixed-$1.2M - 1,392 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$498K
  • Short-term disability$418K
  • Life$308K
  • Long-term disability$191K
  • Vision$59K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY77%
  • HARTFORD LIFE AND ACCIDENT15%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • ULLIANCE, INC.2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • BENEFIT COMMUNICATIONS INC1%
  • MACLELLAN, DANIEL, OWEN0%
  • KAPNICK & COMPANY, INC.0%
  • MORRIS, CHRISTOPHER, ROBERT0%
Total $62K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JACK ENTERTAINMENT RETIREMENT PLAN

401k

Assets$46.3M
Participants1,751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JACK ENTERTAINMENT HEALTH PLAN 2

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives1,392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JACK ENTERTAINMENT RETIREMENT PLAN401k$46.3M1,7512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JACK ENTERTAINMENT HEALTH PLAN 2MixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.2M1,3922025
Retirement plans
Welfare plans
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