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Sponsor portfolio

JEFFERSON CENTER FOR MENTAL HEALTH

EIN 84-0474717-mental health care-Latest filing 2025
Plans
3
Retirement
2
$46.3M assets
Welfare
1
$4.9M premiums
Participants
3,657
4851 INDEPENDENCE STREET, SUITE 200 - WHEAT RIDGE, CO 80033303-425-0300jcmh.orgLinkedIn501-1000 employeesmental health care
Plans on this EIN
3 filings
#001401k-$42.4M - 1,544 part#002403b-$3.8M - 1,498 part#501Mixed-$4.9M - 747 lives

Retirement portfolio analytics

2 plans aggregated / $46.3M assets / 3,042 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • MENTAL HEALTH Savings (#001)92%
  • HEALTH 403(B) PENSION (#002)8%
Total $46.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MENTAL HEALTH Savings (#001)1,544
  • HEALTH 403(B) PENSION (#002)1,498
Total 3,042Click row to drill in

Benefits portfolio analytics

1 plan / $4.9M premiums / 747 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Prescription drug$566K
  • Other$442K
  • Life$400K
  • Short-term disability$400K
  • Long-term disability$400K
  • +1 more
Total $4.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • KAISER FOUNDATION HEALTH PLAN INC78%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • EYEMED VISION CARE1%
  • MINES & ASSOCIATES1%
Total $4.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $137K1 slice

Plan deep-dives

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

JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN

401k

Assets$42.4M
Participants1,544
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JEFFERSON CENTER FOR MENTAL HEALTH 403(B) PENSION PLAN

403b

Assets$3.8M
Participants1,498
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEFFERSON CENTER HEALTH & WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF COLORADO

Premiums$4.9M
Covered lives747
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN401k$42.4M1,5442024
002JEFFERSON CENTER FOR MENTAL HEALTH 403(B) PENSION PLAN403b$3.8M1,4982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEFFERSON CENTER HEALTH & WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN OF COLORADO$4.9M7472025
Retirement plans
Welfare plans
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