Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$132K
- Prescription drug$132K
- Dental$27K
- Vision$27K
- Life$27K
- Short-term disability$27K
- +2 more
Sponsor portfolio
JERRY SERVICES INC.
EIN 82-0671529Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$159K premiums
Participants
253
430 SHERMAN AVENUE, 305 - PALO ALTO, CA 94306833-445-3779
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $159K premiums / 196 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- UNITEDHEALTHCARE INSURANCE COMPANY44%
- BLUE CROSS OF CALIFORNIA39%
- PRINCIPAL LIFE INSURANCE COMPANY17%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JERRY.AI 401(K) PLAN
401k
Assets$3.0M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JERRY SERVICES, INC HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$159K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JERRY.AI 401(K) PLAN | 401k | $3.0M | 138 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JERRY SERVICES, INC HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $159K | 196 | 2024 |
Retirement plans
Welfare plans