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Sponsor portfolio

JAT ENERGY

EIN 62-0990514-financial services-Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$524K premiums
Participants
230
600 W MAIN ST - CHATTANOOGA, TN 37402423-629-6611LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$4.6M - 116 part#501Mixed-$524K - 117 lives

Benefits portfolio analytics

1 plan / $524K premiums / 117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$316K
  • Dental$208K
  • Vision$208K
  • Life$208K
  • Short-term disability$208K
  • Other$208K
Total $524K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA40%
Total $524K2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MARSH & MCLENNAN AGENCY LLC77%
  • THE CASON GROUP INC23%
Total $103K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JAT OIL, INC. 401K PLAN

401k

Assets$4.6M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAT ENERGY HEALTH PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$524K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JAT OIL, INC. 401K PLAN401k$4.6M1162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAT ENERGY HEALTH PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$524K1172025
Retirement plans
Welfare plans
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