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  2. JACK'S FAMILY RESTAURANTS, LP
Sponsor portfolio

JACK'S FAMILY RESTAURANTS, LP

EIN 63-0440641-restaurants-Latest filing 2025
Plans
2
Retirement
1
$17.1M assets
Welfare
1
$2.6M premiums
Participants
5,315
124 WEST OXMOOR ROAD - BIRMINGHAM, AL 35209205-945-8167eatatjacks.comLinkedIn5001-10000 employeesrestaurants
Plans on this EIN
2 filings
#003401k-$17.1M - 3,815 part#501Fully Insured-$2.6M - 1,496 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 1,496 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Life$1.1M
  • Health$527K
  • Prescription drug$527K
  • Short-term disability$508K
  • Long-term disability$508K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • COMBINED INSURANCE COMPANY OF AMERICA55%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA19%
  • HCC LIFE INSURANCE COMPANY17%
  • VISION SERVICE PLAN4%
  • PAN-AMERICAN LIFE INSURANCE COMPANY3%
  • +1 more
Total $2.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • THE PLEXUS GROUPE LLC39%
  • ENROLLWELL, LLC26%
  • LUKE A ROCKWELL10%
  • JAMES BUCHANAN AND OTHER AGENTS6%
  • NICKO JACKSON AND OTHER AGENTS6%
  • +3 more
Total $791K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JACK'S FAMILY RESTAURANTS/SFM 401K

401k

Assets$17.1M
Participants3,815
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JACK'S FAMILY RESTAURANTS, LP EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - COMBINED INSURANCE COMPANY

Premiums$2.6M
Covered lives1,496
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003JACK'S FAMILY RESTAURANTS/SFM 401K401k$17.1M3,8152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JACK'S FAMILY RESTAURANTS, LP EMPLOYEE WELFARE BENEFITS PLANFully InsuredCOMBINED INSURANCE COMPANY$2.6M1,4962025
Retirement plans
Welfare plans
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