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Sponsor portfolioTH

JACOBSEN CONSTRUCTION COMPANY

EIN 87-0256624-construction-Latest filing 2025
Plans
3
Retirement
2
$175.6M assets
Welfare
1
$1.5M premiums
Participants
2,373
5181 WEST AMELIA EARHART DRIVE - SALT LAKE CITY, UT 84116801-983-5224jacobsenconstruction.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$119.7M - 758 part#001401k-$55.9M - 842 part#501Fully Insured-$1.5M - 773 lives

Retirement portfolio analytics

2 plans aggregated / $175.6M assets / 1,600 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • EMPLOYEE STOCK OWNERSHIP (#002)68%
  • COMPANY, INC. 401(K) (#001)32%
Total $175.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY, INC. 401(K) (#001)842
  • EMPLOYEE STOCK OWNERSHIP (#002)758
Total 1,600Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 773 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
  • Other$1.0M
  • Health$342K
  • Vision$84K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • RELIASTAR LIFE INSURANCE COMPANY71%
  • HAWAII MEDICAL SERVICE ASSOCIATION23%
  • EYEMED VISION CARE6%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GBS BENEFITS INC100%
Total $231K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JACOBSEN CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$119.7M
Participants758
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JACOBSEN CONSTRUCTION COMPANY, INC. 401(K) PLAN

401k

Assets$55.9M
Participants842
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JACOBSEN CONSTRUCTION COMPANY

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives773
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JACOBSEN CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$119.7M7582024
001JACOBSEN CONSTRUCTION COMPANY, INC. 401(K) PLAN401k$55.9M8422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JACOBSEN CONSTRUCTION COMPANYFully InsuredRELIASTAR LIFE INSURANCE COMPANY$1.5M7732025
Retirement plans
Welfare plans
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