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Sponsor portfolio

JASPER HOLD CO LLC

EIN 87-1106460-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$1.5M premiums
Participants
230
15800 32ND AVE N 106 - PLYMOUTH, MN 55447612-578-2500vertexgrp.comLinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#003401k-$9.3M - 93 part#501Fully Insured-$1.5M - 137 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$60K
  • Other$51K
  • Long-term disability$34K
  • Short-term disability$24K
  • Life$19K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • CHRISTENSEN GROUP INC88%
  • GIS BENEFITS INC12%
Total $76K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

VERTEX GROUP 401(K) PLAN

401k

Assets$9.3M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JASPER HOLD CO LLC DBA VERTEX GROUP HEALTH AND WELFARE PLAN

Fully Insured - BCBS OF MINNESOTA

Premiums$1.5M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003VERTEX GROUP 401(K) PLAN401k$9.3M932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JASPER HOLD CO LLC DBA VERTEX GROUP HEALTH AND WELFARE PLANFully InsuredBCBS OF MINNESOTA$1.5M1372025
Retirement plans
Welfare plans
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