PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. JASPER HOLDINGS, INC.
Sponsor portfolio

JASPER HOLDINGS, INC.

EIN 83-2826508-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$2.54B assets
Welfare
1
$2.5M premiums
Participants
14,022
815 WERNSING ROAD - JASPER, IN 47547812-482-1041
Plans on this EIN
3 filings
#003ESOP-$2.19B - 4,825 part#002401k-$357.2M - 4,938 part#501Mixed-$2.5M - 3,821 lives

Retirement portfolio analytics

2 plans aggregated / $2.54B assets / 9,763 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN AND TRUST (#003)86%
  • HOLDINGS, INC. 401(K) (#002)14%
Total $2.54BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS, INC. 401(K) (#002)4,938
  • PLAN AND TRUST (#003)4,825
Total 9,763Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 3,821 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Life$1.9M
  • Long-term disability$1.9M
  • Vision$314K
  • Short-term disability$83K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • SYMETRA LIFE INSURANCE COMPANY75%
  • EYEMED VISION CARE12%
  • AFLAC10%
  • SHELTERPOINT LIFE INSURANCE COMPANY3%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • HOUCHENS INSURANCE GROUP INC90%
  • JANE A. KATTER5%
  • MCGRIFF INSURANCE SERVICES INC3%
  • BRANDEE L JUSTUS1%
  • MARSHA S TALLEY1%
  • +2 more
Total $328K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JASPER HOLDINGS, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$2.19B
Participants4,825
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JASPER HOLDINGS, INC. 401(K) PLAN

401k

Assets$357.2M
Participants4,938
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JASPER HOLDINGS, INC. WELFARE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives3,821
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JASPER HOLDINGS, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$2.19B4,8252024
002JASPER HOLDINGS, INC. 401(K) PLAN401k$357.2M4,9382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JASPER HOLDINGS, INC. WELFARE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$2.5M3,8212024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica