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Sponsor portfolio

JANIE AND JACK LLC

EIN 83-3625027-retail-Latest filing 2025
Plans
2
Retirement
1
$15.2M assets
Welfare
1
$3.6M premiums
Participants
1,051
225 BUSH ST., 13TH FLOOR - SAN FRANCISCO, CA 94104510-586-8773janieandjack.comLinkedIn1001-5000 employeesretail
Plans on this EIN
2 filings
#001401k-$15.2M - 733 part#501Fully Insured-$3.6M - 749 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 749 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$201K
  • Life$197K
  • Short-term disability$197K
  • Long-term disability$197K
  • Other$197K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNITED HEALTHCARE INSURANCE COMPANY67%
  • KAISER FOUNDATION HEALTH PLAN INC21%
  • DELTA DENTAL OF CALIFORNIA6%
  • HARTFORD LIFE AND ACCIDENT6%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
Total $3.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • BRYSON INSURANCE AGENCY INC.95%
  • PROFESSIONAL GROUP PLANS INC5%
Total $214K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JANIE AND JACK, LLC 401(K) RETIREMENT PLAN

401k

Assets$15.2M
Participants733
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JANIE AND JACK WELFARE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives749
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JANIE AND JACK, LLC 401(K) RETIREMENT PLAN401k$15.2M7332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JANIE AND JACK WELFARE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$3.6M7492025
Retirement plans
Welfare plans
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