Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$649K
- Dental$53K
- Vision$5K
Sponsor portfolio
JACOBS HEATING & AIR CONDITIONING, INC.
EIN 93-0412591constructionLatest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$707K premiums
Participants
180
4474 SOUTHEAST MILWAUKIE AVENUE - PORTLAND, OR 97202503-234-7331jacobsheating.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $707K premiums / 68 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- PROVIDENCE HEALTH PLAN92%
- DELTA DENTAL OF CALIFORNIA7%
- PRINCIPAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
88%top
- CANDACE BENNETT88%
- LA PORTE AND ASSOCIATES INC8%
- LAPORTE INSURANCE LLC2%
- ASSUREDPARTNERS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JACOBS HEATING & AIR CONDITIONING 401(K) PLAN
401k
Assets$10.0M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
JACOBS HEATING & AIR CONDITIONING, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - PROVIDENCE HEALTH PLAN
Premiums$707K
Covered lives68
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACOBS HEATING & AIR CONDITIONING 401(K) PLAN | 401k | $10.0M | 108 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | JACOBS HEATING & AIR CONDITIONING, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | PROVIDENCE HEALTH PLAN | $707K | 68 | 2025 |
Retirement plans
Welfare plans