PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JACKSON SUPPLY COMPANY
Sponsor portfolio

JACKSON SUPPLY COMPANY

EIN 76-0235560-utilities-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$30K premiums
Participants
330
22511 KUYKENDAHL RD - SPRING, TX 77389713-849-5865jacksonwatersupply.comLinkedIn1-10 employeesutilities
Plans on this EIN
2 filings
#001401k-$10.7M - 169 part#503Mixed-$30K - 258 lives

Benefits portfolio analytics

1 plan / $30K premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$30K
  • Vision$30K
  • Life$30K
  • Short-term disability$30K
  • Long-term disability$30K
  • Other$30K
Total $30K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $30K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $3K1 slice

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 SUPPLY COMPANY 401K PLAN

401k

Assets$10.7M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

JACKSON SUPPLY COMPANY WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$30K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JACKSON SUPPLY COMPANY 401K PLAN401k$10.7M1692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503JACKSON SUPPLY COMPANY WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$30K2582025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica