Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$129K
- Vision$32K
- Life$29K
- Long-term disability$29K
- +1 more
Sponsor portfolio
JACKSON-MITCHELL, INC.
EIN 95-0778060retailLatest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$1.4M premiums
Participants
253
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 229 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- KAISER FOUNDATION HEALTH PLAN INC63%
- CALIFORNIA PHYSICIANS SERVICE23%
- DELTA DENTAL OF CALIFORNIA9%
- VISION SERVICE PLAN2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
100%top
- HEFFERNAN INSURANCE BROKERS100%
- ENROLLEASE0%
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-MITCHELL, INC. 401(K) PLAN
401k
Assets$8.7M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JACKSON-MITCHELL, INC. WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.4M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACKSON-MITCHELL, INC. 401(K) PLAN | 401k | $8.7M | 149 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JACKSON-MITCHELL, INC. WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.4M | 229 | 2025 |
Retirement plans
Welfare plans