Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$271K
- Other$271K
- Short-term disability$258K
- Vision$252K
- Long-term disability$250K
- Dental$249K
Sponsor portfolio
JACOBSON HOLDINGS, INC.
EIN 83-2239067logistics and supply chainLatest filing 2025
Plans
2
Retirement
1
$15.1M assets
Welfare
1
$285K premiums
Participants
1,117
15910 S. HIGHWAY 169 - OLATHE, KS 66062913-782-5300LinkedIn11-50 employeeslogistics and supply chain
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $285K premiums / 394 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- SUN LIFE ASSURANCE COMPANY OF CANADA90%
- HARTFORD LIFE AND ACCIDENT8%
- SURENCY LIFE AND HEALTH1%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
66%top
- COTTINGHAM & BUTLER66%
- BUKATY COMPANIES20%
- ASSUREDPARTNERS15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$15.1M
Participants843
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JACOBSON HOLDINGS, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$285K
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | 401k | $15.1M | 843 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JACOBSON HOLDINGS, INC. HEALTH & WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $285K | 394 | 2025 |
Retirement plans
Welfare plans