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Sponsor portfolio

JAKE'S, INC.

EIN 74-1936814-Latest filing 2025
Plans
3
Retirement
1
$12.7M assets
Welfare
2
$305K premiums
Participants
409
P.O. BOX 38168 - HOUSTON, TX 772388168713-293-1681
Plans on this EIN
3 filings
#002401k-$12.7M - 409 part#503Fully Insured-$282K - 102 lives#502Fully Insured-$23K - 0 lives

Benefits portfolio analytics

2 plans / $305K premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$282K
  • Dental$23K
  • Vision$23K
  • Life$23K
  • Short-term disability$23K
  • Long-term disability$23K
  • +1 more
Total $305K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $305K2 slices

Plan deep-dives

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

JAKE'S, INC. EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$12.7M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

JAKE'S INC. GROUP HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$282K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JAKE'S INC. GROUP LIFE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$23K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JAKE'S, INC. EMPLOYEES' PROFIT SHARING PLAN401k$12.7M4092024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503JAKE'S INC. GROUP HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$282K1022025
502JAKE'S INC. GROUP LIFE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$23K02025
Retirement plans
Welfare plans
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