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  2. Jax Inc
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Jax Inc

EIN 84-1087636-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$4.5M assets
Health & Benefits
1
$410K premiums
Participants
701
4629 N. OVERLAND TRAIL - LAPORTE, CO 80535970-488-3250
Plans on this EIN
3 filings
#001401(k)-$4.2M - 315 part#002ESOP-$264K - 231 part#501Fully insured-$410K - 105 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 546 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$4.2M
  • EMPLOYEE STOCK OWNERSHIP (#002)$264K
Total $4.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)315
  • EMPLOYEE STOCK OWNERSHIP (#002)231
Total 546Select a row to open it

Benefits portfolio analytics

1 plan / $410K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$374K
  • Stop-loss$352K
  • Other$29K
  • Life$21K
  • Dental$16K
  • Vision$16K
Total $410K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

JAX INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$4.2M
Participants315
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

JAX MERCANTILE CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$264K
Participants231
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

JAX INC WRAP PLAN

Fully insured - HCC LIFE INSURANCE COMPANY

Premiums$410K
Covered lives105
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JAX INC 401(K) PROFIT SHARING PLAN AND TRUST401(k)$4.2M3152025
#002JAX MERCANTILE CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$264K2312025
  • JAX INC 401(K) PROFIT SHARING PLAN AND TRUST$4.2M
    #001 · 401(k) · 2025315
  • JAX MERCANTILE CO. EMPLOYEE STOCK OWNERSHIP PLAN$264K
    #002 · ESOP · 2025231

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501JAX INC WRAP PLANFully insuredHCC LIFE INSURANCE COMPANY$410K1052025
  • JAX INC WRAP PLAN$410K
    #501 · Fully insured · HCC LIFE INSURANCE COMPANY · 2025105
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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