# JACKSON HEWITT TAX SERVICES, INC. WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **JACKSON HEWITT TAX SERVICE INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | JACKSON HEWITT TAX SERVICE INC. |
| EIN | 200779692 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SARASOTA, FL |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $5.6M |
| Participants | 361 |
| Persons covered | 562 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, PPO, Other |
| LINCOLN FINANCIAL GROUP | Life, STD, LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | Other |

## Brokers

| Broker | Placed with |
|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | LIFE INSURANCE COMPANY OF NORTH AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/200779692-501
- Cite as: PlanOptica, https://planoptica.com/welfare/200779692-501
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