Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$142K
- Life$142K
- Short-term disability$142K
- Long-term disability$142K
- Other$142K
Sponsor portfolio
JACKSON THORNTON & CO., P.C.
EIN 63-1035228accountingLatest filing 2025
Plans
2
Retirement
1
$119.9M assets
Welfare
1
$142K premiums
Participants
477
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $142K premiums / 168 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
76%top
- PATRIOT GROWTH INSURANCE SERVICES76%
- GIS BENEFITS INC24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JACKSON THORNTON & CO., P.C. 401(K) PLAN
401k
Assets$119.9M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
JACKSON THORNTON & CO., P.C. WELFARE PLANS
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$142K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACKSON THORNTON & CO., P.C. 401(K) PLAN | 401k | $119.9M | 364 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | JACKSON THORNTON & CO., P.C. WELFARE PLANS | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $142K | 168 | 2025 |
Retirement plans
Welfare plans