Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JORDANO'S INC.
EIN 95-1519497food & beveragesLatest filing 2025
Plans
3
Retirement
2
$95.6M assets
Welfare
1
$280K premiums
Participants
1,198
550 SOUTH PATTERSON AVENUE - SANTA BARBARA, CA 93111805-964-0611jordanos.comLinkedIn501-1000 employeesfood & beverages
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $95.6M assets / 796 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $280K premiums / 704 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$94K
- Life$85K
- Dental$58K
- Vision$42K
- Other$21K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY64%
- BLUE CROSS OF CALIFORNIA21%
- FIDELITY SECURITY LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JORDANO'S, INC. 401(K) PLAN
401k
Assets$90.3M
Participants648
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JORDANO'S INC. PROFIT SHARING PLAN
ESOP
Assets$5.2M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JORDANO'S INC. GROUP HEATH & WELFARE BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$280K
Covered lives704
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JORDANO'S, INC. 401(K) PLAN | 401k | $90.3M | 648 | 2024 | |
| 001 | JORDANO'S INC. PROFIT SHARING PLAN | ESOP | $5.2M | 148 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JORDANO'S INC. GROUP HEATH & WELFARE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $280K | 704 | 2025 |
Retirement plans
Welfare plans