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Sponsor portfolio

JACK IN THE BOX INC.

EIN 95-2698708-restaurants-Latest filing 2025
Plans
4
Retirement
2
$424.2M assets
Welfare
2
$5.8M premiums
Participants
15,435
9357 SPECTRUM CENTER BLVD. - SAN DIEGO, CA 92123858-571-2121jackinthebox.comLinkedIn10001+ employeesrestaurants
Plans on this EIN
4 filings
#001TraditionalDB-$279.2M - 7,356 part#003401k-$145.0M - 7,097 part#565Fully Insured-$5.5M - 2,407 lives#525Mixed-$321K - 15 lives

Retirement portfolio analytics

2 plans aggregated / $424.2M assets / 14,453 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • INC. RETIREMENT PLAN (#001)66%
  • EASYSAVER PLUS PLAN (#003)34%
Total $424.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
66%top
  • AON CONSULTING66%
  • CHARLES SCHWAB & CO., INC.34%
Total $424.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)7,356
  • EASYSAVER PLUS PLAN (#003)7,097
Total 14,453Click row to drill in

Benefits portfolio analytics

2 plans / $5.8M premiums / 2,422 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Prescription drug$4.7M
  • Other$413K
  • Life$289K
  • Vision$196K
  • Long-term disability$189K
  • +2 more
Total $5.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • KAISER FOUNDATION HEALTH PLAN INC81%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
  • VISION SERVICE PLAN2%
  • AMERITAS LIFE INSURANCE CORP.2%
  • +3 more
Total $5.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MCGRIFF INSURANCE SERVICES INC99%
  • MARSH & MCLENNAN AGENCY LLC1%
  • BB&T INSURANCE SERVICES, INC.0%
Total $73K3 slices

Plan deep-dives

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

JACK IN THE BOX INC. RETIREMENT PLAN

TraditionalDB

Assets$279.2M
Participants7,356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JACK IN THE BOX INC. EASYSAVER PLUS PLAN

401k

Assets$145.0M
Participants7,097
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#565

JACK IN THE BOX INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$5.5M
Covered lives2,407
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

JACK IN THE BOX INC. RETIREE HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$321K
Covered lives15
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JACK IN THE BOX INC. RETIREMENT PLANTraditionalDB$279.2M7,3562024
003JACK IN THE BOX INC. EASYSAVER PLUS PLAN401k$145.0M7,0972024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
565JACK IN THE BOX INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$5.5M2,4072025
525JACK IN THE BOX INC. RETIREE HEALTH & WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$321K152025
Retirement plans
Welfare plans
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