Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$20.4M
- Prescription drug$20.4M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Other$1.2M
- +2 more
Sponsor portfolio
J.S. HELD LLC
EIN 47-3291463management consultingLatest filing 2025
Plans
2
Retirement
1
$174.8M assets
Welfare
1
$22.8M premiums
Participants
3,228
50 JERICHO QUADRANGLE, SUITE 117 - JERICHO, NY 11753516-621-2900jsheld.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $22.8M premiums / 2,480 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- AETNA LIFE INSURANCE COMPANY89%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- DELTA DENTAL OF CALIFORNIA5%
- AMERITAS LIFE INSURANCE CORP.1%
Broker market share
Schedule A broker compensation
57%top
- BROWN & BROWN INSURANCE SERVICES57%
- PIPER JORDAN HEALTH & BENEFITS43%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
J.S. HELD LLC 401(K) PROFIT SHARING PLAN
401k
Assets$174.8M
Participants1,757
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
J.S. HELD LLC EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$22.8M
Covered lives2,480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J.S. HELD LLC 401(K) PROFIT SHARING PLAN | 401k | $174.8M | 1,757 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | J.S. HELD LLC EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $22.8M | 2,480 | 2025 |
Retirement plans
Welfare plans