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Sponsor portfolio

JACKSON GROUP PETERBILT, INC.

EIN 87-0621494-transportation/trucking/railroad-Latest filing 2024
Plans
2
Retirement
1
$30.6M assets
Welfare
1
$6.6M premiums
Participants
2,249
P.O. BOX 27634 - SALT LAKE CITY, UT 841270634801-464-8262jgpete.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$30.6M - 1,169 part#501Fully Insured-$6.6M - 1,080 lives

Benefits portfolio analytics

1 plan / $6.6M premiums / 1,080 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Vision$248K
  • Dental$244K
  • Life$223K
  • Other$223K
Total $6.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNIVERSITY HEALTH ALLIANCE96%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • AMERITAS LIFE INSURANCE CORP.0%
  • BLUE CROSS OF CALIFORNIA0%
Total $6.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • CERVA BROWNING QUINN & CO100%
  • AVREC0%
Total $641K2 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

JACKSON GROUP PETERBILT, INC. 401(K) RETIREMENT PLAN

401k

Assets$30.6M
Participants1,169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JACKSON GROUP PETERBILT, INC. WELFARE BENEFIT PLAN

Fully Insured - UNIVERSITY OF UTAH HEALTH INSURANCE PLANS

Premiums$6.6M
Covered lives1,080
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JACKSON GROUP PETERBILT, INC. 401(K) RETIREMENT PLAN401k$30.6M1,1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JACKSON GROUP PETERBILT, INC. WELFARE BENEFIT PLANFully InsuredUNIVERSITY OF UTAH HEALTH INSURANCE PLANS$6.6M1,0802024
Retirement plans
Welfare plans
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