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Sponsor portfolio

JAX UTILITIES MANAGEMENT, INC.

EIN 59-1562165-construction-Latest filing 2025
Plans
2
Retirement
1
$1.2M assets
Welfare
1
$1.2M premiums
Participants
261
5465 VERNA BOULEVARD - JACKSONVILLE, FL 32205904-855-0111jaxum.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#002401k-$1.2M - 138 part#501Fully Insured-$1.2M - 123 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Life$1.2M
  • Prescription drug$1.2M
  • Other$1.2M
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.2M1 slice

Broker market share

Schedule A broker compensation

Split broker
53%top
  • PRIMEGROUP INSURANCE SERVICES53%
  • USI INSURANCE SERVICES LLC47%
Total $71K2 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

JAX UTILITIES MANAGEMENT, INC. 401(K) PLAN

401k

Assets$1.2M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAX UTILITIES MANAGEMENT, INC. HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JAX UTILITIES MANAGEMENT, INC. 401(K) PLAN401k$1.2M1382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAX UTILITIES MANAGEMENT, INC. HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1232025
Retirement plans
Welfare plans
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