Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
JACKSON CONTRACTOR GROUP, INC
EIN 81-0535453constructionLatest filing 2025
Plans
3
Retirement
2
$28.2M assets
Welfare
1
$3.4M premiums
Participants
1,073
PO BOX 967 - MISSOULA, MT 59806406-542-9150jacksoncontractorgroup.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $28.2M assets / 875 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.4M premiums / 478 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- STANDARD INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
MoneyPurchase
Assets$21.2M
Participants502
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST
401k
Assets$7.0M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502
JACKSON CONTRACTOR GROUP WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF MONTANA
Premiums$3.4M
Covered lives478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MoneyPurchase | $21.2M | 502 | 2024 | |
| 002 | MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST | 401k | $7.0M | 373 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans