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Sponsor portfolioWelfare / HealthEIN 45-2917350

JACK OHIO FINANCE LLC

100 PUBLIC SQUARE · CLEVELAND, OH 44113
2162974777
Plans filed
1
Years active
2016–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
1,392
No prior year
Total participants
1,321
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
JACK ENTERTAINMENT HEALTH PLAN 2
Mixed1,392 covered·6 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$498K33.8%
Short-term disability$418K28.4%
Life$308K20.9%
Long-term disability$191K12.9%
Vision$59K4.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$905K76.8%13991
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$174K14.8%11467
METROPOLITAN LIFE INSURANCE COMPANY
EIN 390493780
V
$59K5.0%11804
ULLIANCE, INC.
EIN 383159338
Oth
$25K2.1%111,392
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LOth
$15K1.3%1246

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VALINCOLN NATIONAL LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, NATIONAL VISION ADMINISTRATORS (NGL)$31K$30K$61K98.7%1
BENEFIT COMMUNICATIONS INCNASHVILLE, TNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$340$0$3400.6%1
MACLELLAN, DANIEL, OWENNASHVILLE, TNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$245$0$2450.4%1
KAPNICK & COMPANY, INC.ADRIAN, MIPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$170$0$1700.3%1
MORRIS, CHRISTOPHER, ROBERTNASHVILLE, TNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$57$0$570.1%1

History & trajectory

10 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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