Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$949K
- Dental$949K
- Vision$949K
- Other$136K
- Life$101K
- Short-term disability$101K
- +1 more
Sponsor portfolio
JAGOE HOMES
EIN 61-1072545architecture & planningLatest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$1.1M premiums
Participants
295
3624 WATHENS CROSSING - OWENSBORO, KY 42301270-683-6039jagoehomes.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 295 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITEDHEALTHCARE INSURANCE COMPANY87%
- UNITED HEALTHCARE INSURANCE COMPANY9%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
94%top
- ASSUREDPARTNERS94%
- JEFFREY D HARNED1%
- AMY E COHEN1%
- TED BENNETT1%
- WILLIAM JACK MITCHELL JR1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JAGOE HOMES, INC. 401(K) PLAN
401k
Assets$6.4M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JAGOE HOMES HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAGOE HOMES, INC. 401(K) PLAN | 401k | $6.4M | 167 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JAGOE HOMES HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 295 | 2025 |
Retirement plans
Welfare plans