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Sponsor portfolio

JACKSON CLINIC PROFESSIONAL ASSOCIATION

EIN 62-0555660-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$169.1M assets
Welfare
1
$534K premiums
Participants
1,318
828 N PARKWAY - JACKSON, TN 383053032731-422-1369
Plans on this EIN
2 filings
#002401k-$169.1M - 875 part#501Mixed-$534K - 560 lives

Benefits portfolio analytics

1 plan / $534K premiums / 560 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$306K
  • Long-term disability$306K
  • Other$306K
  • Dental$228K
Total $534K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $534K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $65K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN

401k

Assets$169.1M
Participants875
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE JACKSON CLINIC, P.A. GROUP INSURANCE FOR EMPLOYEES PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$534K
Covered lives560
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN401k$169.1M8752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE JACKSON CLINIC, P.A. GROUP INSURANCE FOR EMPLOYEES PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$534K5602024
Retirement plans
Welfare plans
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