Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$263K
- Other$190K
- Long-term disability$171K
- Vision$159K
- Dental$37K
Sponsor portfolioTH
J.D. POWER
EIN 95-2572471Latest filing 2025
Plans
2
Retirement
1
$240.1M assets
Welfare
1
$820K premiums
Participants
2,125
30870 RUSSELL RANCH ROAD, SUITE 300 - WESTLAKE VILLAGE, CA 92626714-621-6245
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $820K premiums / 1,172 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA61%
- VISION SERVICE PLAN19%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
- AETNA LIFE INSURANCE COMPANY4%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
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.D. POWER 401(K) PLAN
401k
Assets$240.1M
Participants1,166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
J.D. POWER HEALTH AND WELFARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$820K
Covered lives1,172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J.D. POWER 401(K) PLAN | 401k | $240.1M | 1,166 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | J.D. POWER HEALTH AND WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $820K | 1,172 | 2025 |
Retirement plans
Welfare plans