Assets by plan
Share of aggregate retirement assets
- GROUP INC. 401(K) (#003)$33.8M
- PLAN & TRUST (#001)$21.2M
- PLAN & TRUST (#002)$7.0M
Filings through .
Jackson Contractor Group, Inc.
EIN 81-0535453constructionLatest filing 2025
Plans
4
Retirement
3
$61.9M assets
Health & Benefits
1
$3.4M premiums
Participants
1,510
PO BOX 967 - MISSOULA, MT 59806406-542-9150jacksoncontractorgroup.comLinkedIn201-500 employeesconstruction
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $61.9M assets / 1,312 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.4M premiums / 478 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Dental$212K
- Long-term disability$54K
- Short-term disability$51K
- Vision$22K
- Life$4K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
JACKSON CONTRACTOR GROUP INC. 401(K) PLAN
401(k)
Assets$33.8M
Participants437
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
Money purchase
Assets$21.2M
Participants502
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST
401(k)
Assets$7.0M
Participants373
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
JACKSON CONTRACTOR GROUP WELFARE BENEFITS PLAN
Fully insured - BLUECROSS BLUESHIELD OF MONTANA
Premiums$3.4M
Covered lives478
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JACKSON CONTRACTOR GROUP INC. 401(K) PLAN | 401(k) | $33.8M | 437 | 2025 |
| #001 | MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | Money purchase | $21.2M | 502 | 2024 |
| #002 | MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST | 401(k) | $7.0M | 373 | 2024 |
- #003 · 401(k) · 2025437
- #001 · Money purchase · 2024502
- #002 · 401(k) · 2024373
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | JACKSON CONTRACTOR GROUP WELFARE BENEFITS PLAN | Fully insured | BLUECROSS BLUESHIELD OF MONTANA | $3.4M | 478 | 2025 |
- #502 · Fully insured · BLUECROSS BLUESHIELD OF MONTANA · 2025478
Retirement plans
Health & Benefits plans