Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$877K
- Short-term disability$475K
- Life$399K
- Long-term disability$399K
- Other$399K
- Dental$179K
- +1 more
Sponsor portfolio
JONATHAN ENGINEERED SOLUTIONS, INC.
EIN 95-3112735mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$26.3M assets
Welfare
1
$1.6M premiums
Participants
1,154
250 COMMERCE SUITE 100 - IRVINE, CA 92602301-797-5900jonathanengr.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 741 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- SYMETRA LIFE INSURANCE COMPANY57%
- UNITED OF OMAHA LIFE INSURANCE COMPANY26%
- AMERITAS LIFE INSURANCE CORP.12%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY5%
- EYE MED1%
Broker market share
Schedule A broker compensation
84%top
- RISK STRATEGIES COMPANY84%
- BROWN & BROWN INSURANCE SERVICES9%
- BH PREFERRED LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JONATHAN GROUP 401(K) PLAN
401k
Assets$26.3M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JONATHAN ENGINEERED SOLUTIONS WELFARE BENEFITS PLAN
Fully Insured - SYMETRA LIFE INS. CO.
Premiums$1.6M
Covered lives741
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JONATHAN GROUP 401(K) PLAN | 401k | $26.3M | 413 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JONATHAN ENGINEERED SOLUTIONS WELFARE BENEFITS PLAN | Fully Insured | SYMETRA LIFE INS. CO. | $1.6M | 741 | 2025 |
Retirement plans
Welfare plans