Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.3M
- Dental$9.2M
- Vision$9.2M
- Life$561K
- Short-term disability$413K
- Long-term disability$411K
- +1 more
Sponsor portfolio
JTC USA HOLDINGS INC
EIN 85-0802397Latest filing 2025
Plans
2
Retirement
1
$24.3M assets
Welfare
1
$9.8M premiums
Participants
888
99 ALMADEN BLVD, SUITE 875 - SAN JOSE, CA 95113800-339-1031
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $9.8M premiums / 485 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
- KAISER FOUNDATION HEALTH PLAN INC1%
Broker market share
Schedule A broker compensation
92%top
- HUB INTERNATIONAL MIDWEST LIMITED92%
- LOCKTON COMPANIES, LLC8%
- REUBEN WARNER ASSOCIATES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JTC USA 401(K) PLAN
401k
Assets$24.3M
Participants403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JTC USA HOLDINGS HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$9.8M
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JTC USA 401(K) PLAN | 401k | $24.3M | 403 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JTC USA HOLDINGS HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $9.8M | 485 | 2025 |
Retirement plans
Welfare plans