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Sponsor portfolioWelfare / HealthEIN 83-2239067

JACOBSON HOLDINGS, INC.

15910 S. HIGHWAY 169 · OLATHE, KS 66062
9137825300
Plans filed
1
Years active
2019–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$285K
No prior year
Persons covered
394
No prior year
Total participants
274
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$285K
JACOBSON HOLDINGS, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed394 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$271K17.5%
Other$271K17.5%
Short-term disability$258K16.7%
Vision$252K16.2%
Long-term disability$250K16.1%
Dental$249K16.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$258K90.4%12278
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LOth
$22K7.8%11394
SURENCY LIFE AND HEALTH
EIN 261969006
V
$3K1.1%1197
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LTD
$2K0.6%110

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
COTTINGHAM & BUTLERDUBUQUE, IASUN LIFE ASSURANCE COMPANY OF CANADA$24K$0$24K65.6%1
BUKATY COMPANIES—SURENCY LIFE AND HEALTH, SUN LIFE ASSURANCE COMPANY OF CANADA, UNITED OF OMAHA LIFE INSURANCE COMPANY$3K$4K$7K19.8%1
ASSUREDPARTNERSELMWOOD PARK, NJHARTFORD LIFE AND ACCIDENT$3K$2K$5K14.6%1

History & trajectory

7 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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