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Sponsor portfolio

THE JOHN AKRIDGE COMPANY

EIN 54-0951018-construction-Latest filing 2025
Plans
2
Retirement
1
$35.1M assets
Welfare
1
$1.9M premiums
Participants
275
601 13TH STREET NW, SUITE 300 NORTH - WASHINGTON, DC 20005202-638-3000LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401k-$35.1M - 159 part#501Fully Insured-$1.9M - 119 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Life$196K
  • Long-term disability$196K
  • Other$196K
  • Dental$117K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • DIGITAL INSURANCE LLC48%
  • WILLIS TOWERS WATSON US LLC38%
  • KELLY & ASSOCIATES INSURANCE GROUP14%
Total $106K3 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

THE JACO 401(K) RETIREMENT PLAN

401k

Assets$35.1M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE JOHN AKRIDGE COMPANY HEALTH AND WELFARE PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$1.9M
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE JACO 401(K) RETIREMENT PLAN401k$35.1M1592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE JOHN AKRIDGE COMPANY HEALTH AND WELFARE PLANFully InsuredCAREFIRST BLUECHOICE, INC.$1.9M1192025
Retirement plans
Welfare plans
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