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Sponsor portfolio

JM EQUIPMENT CO

EIN 94-0693960-machinery-Latest filing 2025
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$1.5M premiums
Participants
226
321 SPRECKELS AVE - MANTECA, CA 95336209-275-6275jmequipment.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$16.8M - 226 part#501Mixed-$1.5M - 202 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Life$13K
  • Other$13K
  • Vision$5K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • KAISER FOUNDATION HEALTH PLAN INC99%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $1681 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN

401k

Assets$16.8M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JM EQUIPMENT CO INC

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.5M
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J.M. EQUIPMENT COMPANY, INC., PROFIT SHARING 401(K) PLAN401k$16.8M2262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JM EQUIPMENT CO INCMixedKAISER FOUNDATION HEALTH PLAN INC.$1.5M2022025
Retirement plans
Welfare plans
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