Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$963K
- Dental$221K
- Vision$221K
- Life$221K
- Short-term disability$221K
- Long-term disability$221K
- +1 more
Sponsor portfolio
DON JACOBS IMPORTS, INC.
EIN 61-0709094Latest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$1.2M premiums
Participants
433
2689 NICHOLASVILLE ROAD - LEXINGTON, KY 40503859-276-3546
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 214 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- ANTHEM LIFE INSURANCE COMPANY81%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
Broker market share
Schedule A broker compensation
70%top
- MARSH & MCLENNAN AGENCY LLC70%
- MCGRIFF INSURANCE SERVICES INC16%
- THE BENEFIT COMPANY INC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DON JACOBS ORGANIZATION RETIREMENT PLAN
401k
Assets$14.6M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
DON JACOBS IMPORTS, INC.
Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Premiums$1.2M
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DON JACOBS ORGANIZATION RETIREMENT PLAN | 401k | $14.6M | 241 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | DON JACOBS IMPORTS, INC. | Fully Insured | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $1.2M | 214 | 2025 |
Retirement plans
Welfare plans