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Sponsor portfolioWelfare / HealthEIN 91-1621477

JRT MECHANICAL, INC.

2211 SE GRACE AVENUE · BATTLE GROUND, WA 98604
3606660330
Plans filed
1
Years active
2019–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$283K
No prior year
Persons covered
424
No prior year
Total participants
163
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$283K
JRT MECHANICAL, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed424 covered·2 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$199K26.0%
Vision$199K26.0%
Life$199K26.0%
Short-term disability$84K10.9%
Other$84K10.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVL
$199K70.4%11424
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
STDOth
$84K29.6%11101

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.VANCOUVER, WACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$16K$1K$18K47.9%1
HEARTSEASE LLCHILLSBORO, ORCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6K$3K$9K24.7%1
WORKSITE BENEFITS GROUP INCVANCOUVER, WACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$2K$4K9.9%1
ROXANA BUSCHMANVANCOUVER, WACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$150$2K5.6%1
BENEFITS BY DESIGN INCRIDGEFIELD, WACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$456$2K5.1%1
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$0$1K3.6%1
DAVID KINNEYLONGVIEW, WACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$867$261$1K3.1%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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