PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. J.R. Cole Industries, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

J.R. Cole Industries, Inc.

EIN 56-1444048-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$12.8M assets
Health & Benefits
1
$99K premiums
Participants
356
435 MINUET LN - CHARLOTTE, NC 28217704-523-6622
Plans on this EIN
2 filings
#001401(k)-$12.8M - 185 part#503Mixed-$99K - 165 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $99K premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$99K
  • Long-term disability$99K
  • Other$99K
Total $99K3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

J.R. COLE INDUSTRIES, INC. 401(K) PLAN

401(k)

Assets$12.8M
Participants185
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

J.R. COLE INDUSTRIES, INC. EMPLOYEE HEALTH CARE PLAN

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$99K
Covered lives165
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001J.R. COLE INDUSTRIES, INC. 401(K) PLAN401(k)$12.8M1852025
  • J.R. COLE INDUSTRIES, INC. 401(K) PLAN$12.8M
    #001 · 401(k) · 2025185

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503J.R. COLE INDUSTRIES, INC. EMPLOYEE HEALTH CARE PLANMixedTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$99K1652024
  • J.R. COLE INDUSTRIES, INC. EMPLOYEE HEALTH CARE PLAN$99K
    #503 · Mixed · THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2024165
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica