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Sponsor portfolioWelfare / HealthEIN 93-0412591

JACOBS HEATING & AIR CONDITIONING, INC.

4474 SOUTHEAST MILWAUKIE AVENUE · PORTLAND, OR 97202
5032347331
Plans filed
1
Years active
2019–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$707K
No prior year
Persons covered
68
No prior year
Total participants
72
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$707K
JACOBS HEATING & AIR CONDITIONING, INC. EMPLOYEE BENEFITS PLAN
Fully insured68 covered·3 carriers
Primary: PROVIDENCE HEALTH PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$649K91.8%
Dental$53K7.5%
Vision$5K0.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PROVIDENCE HEALTH PLAN
EIN 930863097
H
$649K91.8%1168
DELTA DENTAL OF CALIFORNIA
EIN 930438772
D
$53K7.5%1235
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
V
$5K0.7%1167

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CANDACE BENNETTPORTLAND, ORPROVIDENCE HEALTH PLAN$19K$0$19K88.2%1
LA PORTE & ASSOCIATES INCPORTLAND, OROREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON$2K$0$2K8.2%1
LAPORTE INSURANCE LLCPORTLAND, ORPRINCIPAL LIFE INSURANCE COMPANY$484$36$5202.4%1
ASSUREDPARTNERSBLUE BELL, PAPRINCIPAL LIFE INSURANCE COMPANY$0$279$2791.3%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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