Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAX INC
EIN 84-1087636Latest filing 2025
Plans
3
Retirement
2
$4.1M assets
Welfare
1
$410K premiums
Participants
778
4629 N OVERLAND TRAIL - LAPORTE, CO 80535970-472-7780
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 623 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $410K premiums / 105 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$374K
- Stop-loss$352K
- Other$29K
- Life$21K
- Dental$16K
- Vision$16K
Carrier market share
Premium dollars by Schedule A carrier
86%top
- HCC LIFE INSURANCE COMPANY86%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
62%top
- FLOOD & PETERSON BENEFITS LLC62%
- ACCRETIVE ENROLLMENT SERVICES LLC38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JAX INC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.8M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JAX MERCANTILE CO. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$277K
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JAX INC WRAP PLAN
Fully Insured - HCC LIFE INSURANCE COMPANY
Premiums$410K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAX INC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.8M | 381 | 2024 | |
| 002 | JAX MERCANTILE CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $277K | 242 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JAX INC WRAP PLAN | Fully Insured | HCC LIFE INSURANCE COMPANY | $410K | 105 | 2025 |
Retirement plans
Welfare plans