Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$199K
- Vision$199K
- Life$199K
- Short-term disability$84K
- Other$84K
Sponsor portfolio
JRT MECHANICAL, INC.
EIN 91-1621477constructionLatest filing 2025
Plans
2
Retirement
1
$17.1M assets
Welfare
1
$283K premiums
Participants
472
2211 SE GRACE AVENUE, PO BOX 1450 - BATTLE GROUND, WA 98604360-666-0330jrtmechanical.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $283K premiums / 424 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- PRINCIPAL LIFE INSURANCE COMPANY70%
- UNUM LIFE INSURANCE COMPANY OF AMERICA30%
Broker market share
Schedule A broker compensation
48%top
- ALLIANT INSURANCE SERVICES, INC.48%
- HEARTSEASE LLC25%
- WORKSITE BENEFITS GROUP INC10%
- ROXANA BUSCHMAN6%
- BENEFITS BY DESIGN INC5%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JRT MECHANICAL, INC. RETIREMENT SAVINGS PLAN
401k
Assets$17.1M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
JRT MECHANICAL, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$283K
Covered lives424
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JRT MECHANICAL, INC. RETIREMENT SAVINGS PLAN | 401k | $17.1M | 309 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | JRT MECHANICAL, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $283K | 424 | 2025 |
Retirement plans
Welfare plans