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Form 5500 · Employee benefit plan · IRVINE, CA

JONATHAN ENGINEERED SOLUTIONS, INC.

Public Form 5500 records show how JONATHAN ENGINEERED SOLUTIONS, INC. of IRVINE, CA, a manufacturing employer, structures its employee benefits. Its broker of record is KELLER STONEBRAKER INS. INC.. Coverage is written through SYMETRA LIFE INS. CO. and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3112735 · plan 501 · as of Aug 2026

Participants
710
Carriers on file
5
Disclosed commissions
$185,119
Renewal month
December

Plan brief

Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with SYMETRA LIFE INS. CO., covers 323 people.

Reported premium across the insured contracts is $1,576,005, with $185,119 in disclosed broker commissions — about 12% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

KELLER STONEBRAKER INS. INC. is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.

5 carriers appear on the filing — SYMETRA LIFE INS. CO., UNITED OF OMAHA LIFE INSURANCE CO, AMERITAS and AMERICAN HERITAGE LIFE INS. CO. among them — with SYMETRA LIFE INS. CO. writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SYMETRA LIFE INS. CO.Health323December$913,292$136,464
AMERICAN HERITAGE LIFE INS. CO.137December$73,252$21,181
UNITED OF OMAHA LIFE INSURANCE COLife, Disability403December$373,809$20,223
AMERITASDental776December$192,156$4,226
EYE MEDVision486December$23,496$3,025

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