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Sponsor portfolio

E.R. JAHNA INDUSTRIES, INC.

EIN 59-0874072-mining & metals-Latest filing 2025
Plans
2
Retirement
1
$29.4M assets
Welfare
1
$173K premiums
Participants
339
P.O. BOX 840 - LAKE WALES, FL 338590840863-676-9431jahna.comLinkedIn51-200 employeesmining & metals
Plans on this EIN
2 filings
#002401k-$29.4M - 175 part#501Mixed-$173K - 144 lives

Benefits portfolio analytics

1 plan / $173K premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$109K
  • Other$109K
  • Health$74K
  • Dental$74K
  • Short-term disability$74K
  • Long-term disability$64K
Total $173K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY57%
  • AFLAC43%
Total $173K2 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • USI INSURANCE SERVICES LLC38%
  • DARRELL STANLEY BRANDIMORE22%
  • MA SERENITY LLC19%
  • LANCE SHNIDER6%
  • JAMES MCGRATH5%
  • +3 more
Total $18K8 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

E.R. JAHNA INDUSTRIES, INC. 401(K) PLAN

401k

Assets$29.4M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

E.R. JAHNA INDUSTRIES, INC. HEALTH INSURANCE PLAN

Mixed - AFLAC

Premiums$173K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002E.R. JAHNA INDUSTRIES, INC. 401(K) PLAN401k$29.4M1752025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501E.R. JAHNA INDUSTRIES, INC. HEALTH INSURANCE PLANMixedAFLAC$173K1442025
Retirement plans
Welfare plans
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