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Sponsor portfolioTH

JONES, SKELTON & HOCHULI, P.L.C.

EIN 86-0447591-law practice-Latest filing 2025
Plans
3
Retirement
2
$58.5M assets
Welfare
1
$808K premiums
Participants
580
40 N CENTRAL AVE, STE 2700 - PHOENIX, AZ 85004602-263-1700jshfirm.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$54.3M - 197 part#002401k-$4.2M - 104 part#502Fully Insured-$808K - 271 lives

Retirement portfolio analytics

2 plans aggregated / $58.5M assets / 301 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PROFIT SHARING PLAN (#001)93%
  • P.L.C. NON-CORE 401(K) (#002)7%
Total $58.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)197
  • P.L.C. NON-CORE 401(K) (#002)104
Total 301Click row to drill in

Benefits portfolio analytics

1 plan / $808K premiums / 271 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$401K
  • Other$390K
  • Life$272K
  • Short-term disability$272K
  • Long-term disability$272K
  • Health$118K
  • +2 more
Total $808K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
  • PRINCIPAL LIFE INSURANCE COMPANY34%
  • SELECTHEALTH15%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Total $808K4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • BROWN & BROWN INSURANCE SERVICES64%
  • MARSH & MCLENNAN AGENCY LLC18%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC12%
  • LOVITT AND TOUCHE, INC.5%
Total $119K4 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

JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN

401k

Assets$54.3M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JONES, SKELTON & HOCHULI, P.L.C. NON-CORE 401(K) PLAN

401k

Assets$4.2M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JONES SKELTON AND HOCHULI FLEXIBLE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$808K
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN401k$54.3M1972024
002JONES, SKELTON & HOCHULI, P.L.C. NON-CORE 401(K) PLAN401k$4.2M1042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JONES SKELTON AND HOCHULI FLEXIBLE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$808K2712025
Retirement plans
Welfare plans
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