Back to filter
Original filing (PDF)20250625061508NAL0011091696001
JHI GROUP INC.
Form 5500
FILING_RECEIVED
JHI GROUP INC. FLEXIBLE BENEFITS PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
161
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JHI GROUP INC..
Plan sponsor
Name
JHI GROUP INC.
EIN
34-0894044
Address
309 MONROE STREET · MONROEVILLE, OH · 44847
Phone
(419) 465-2593
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI INSURANCE SERVICES, LLC | 13-3771734 | VIRGINIA BEACH, VA | BROKER | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | WAUSAU, WI | CLAIMS PROCESSING | $144K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using UMR, INC.
ABBOTT LABORATORIES
ABBOTT LABORATORIES ANNUITY RETIREMENT PLAN
$8.6B · 16,718 participants
WALMART INC.
WALMART INC. ASSOCIATES' HEALTH AND WELFARE PLAN
$902.6M · 1,650,312 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
GROUP BENEFITS PROGRAM
$862.0M · 72,921 participants
TRUSTEES OF MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH C
MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES
$680.8M
BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND
CARPENTERS & JOINERS WELFARE FUND
$349.6M · 11,199 participants
TRUSTEES FOR THE ELECTRICAL WELFARE TRUST FUND
ELECTRICAL WELFARE TRUST FUND
$300.4M · 11,969 participants
Similar-size Construction plans
BRIGADIER CONSTRUCTION SERVICES, LLC
BRIGADIER CONSTRUCTION SERVICES, LLC 401(K) PLAN
$0
WHITE SANDS CONSTRUCTION, INC.
WHITE SANDS CONSTRUCTION, INC. 401K PLAN
$0 · 15 participants
NEUROTH CONSTRUCTION, INC.
NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST
$0
PHARAOH BUILDERS INC
PHARAOH BUILDERS INC 401(K) PLAN
$0
COMMERCIAL INDUSTRIES CO., INC.
COMMERCIAL INDUSTRIES, CO., INC. PROFIT SHARING PLAN
$0
STONECRAFT LLC
STONECRAFT LLC 401(K) PROFIT SHARING PLAN & TRUST
$0 · 14 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants