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Sponsor portfolioWelfare / HealthEIN 38-1659835

JACKSON NATIONAL LIFE INSURANCE COMPANY

ONE CORPORATE WAY · LANSING, MI 48951
5173675000
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
3,089
No prior year
Total participants
3,186
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.2M
JACKSON NATIONAL LIFE INSURANCE COMPANY GROUP BENEFIT PLAN
Mixed3,089 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #504$0
RETIREE BENEFIT PLAN OF SOUTHWESTERN FINANCIAL SERVICES CORPORATION
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1.3M38.0%
Long-term disability$1.3M38.0%
Vision$470K13.3%
Other$379K10.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$1.7M78.1%122,875
VISION SERVICE PLAN
EIN 061227840
V
$470K21.4%113,033
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$10K0.5%113,089

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ADVANTAGE BENEFITS GROUPGRAND RAPIDS, MIUNUM LIFE INSURANCE COMPANY OF AMERICA$119K$0$119K80.2%1
AGIS NETWORK INSURANCE SERVICEBOSTON, MAUNUM LIFE INSURANCE COMPANY OF AMERICA$26K$0$26K17.7%1
MERCER HEALTH AND BENEFITS, LLCST LOUIS, MONATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA$3K$0$3K2.1%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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