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Sponsor portfolio

JEFFERSON HOMEBUILDERS, INC.

EIN 54-0921816-paper & forest products-Latest filing 2025
Plans
3
Retirement
1
$60.2M assets
Welfare
2
$966K premiums
Participants
1,601
P.O. BOX 1148 - CULPEPER, VA 22701540-727-2272LinkedIn51-200 employeespaper & forest products
Plans on this EIN
3 filings
#001401k-$60.2M - 664 part#501Fully Insured-$879K - 384 lives#502Fully Insured-$87K - 553 lives

Benefits portfolio analytics

2 plans / $966K premiums / 937 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$678K
  • Dental$160K
  • Life$87K
  • Vision$41K
Total $966K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITEDHEALTHCARE INSURANCE COMPANY61%
  • ANTHEM LIFE INSURANCE COMPANY17%
  • STANDARD INSURANCE COMPANY9%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $966K5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • INTEGRATED INSURANCE SOLUTIONS84%
  • EMPLOYEE BENEFITS CORP OF AMERICA13%
  • ZAKIPOINT LLC4%
Total $155K3 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

JEFFERSON HOMEBUILDERS, INC. EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$60.2M
Participants664
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEFFERSON HOMEBUILDERS INC EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - OPTUM HEALTH - UNIMERICA INSURANCE COMPANY

Premiums$879K
Covered lives384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JEFFERSON HOMEBUILDERS INC LIFE INSURANCE BENEFITS PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$87K
Covered lives553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JEFFERSON HOMEBUILDERS, INC. EMPLOYEES' PROFIT SHARING PLAN401k$60.2M6642025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEFFERSON HOMEBUILDERS INC EMPLOYEE WELFARE BENEFIT PLANFully InsuredOPTUM HEALTH - UNIMERICA INSURANCE COMPANY$879K3842024
502JEFFERSON HOMEBUILDERS INC LIFE INSURANCE BENEFITS PLANFully InsuredSTANDARD INSURANCE COMPANY$87K5532024
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