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Sponsor portfolio

JF ACQUISITION, LLC DBA JF PETROLEUM GROUP

EIN 01-0937618-Latest filing 2025
Plans
2
Retirement
1
$67.5M assets
Welfare
1
$15.6M premiums
Participants
3,784
100 PERIMETER PARK DRIVE, SUITE H - MORRISVILLE, NC 27560919-838-7566
Plans on this EIN
2 filings
#001401k-$67.5M - 2,286 part#501Fully Insured-$15.6M - 2,526 lives

Benefits portfolio analytics

1 plan / $15.6M premiums / 2,526 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$14.7M
  • Dental$14.7M
  • Vision$14.7M
  • Prescription drug$14.7M
  • Life$427K
  • Short-term disability$262K
  • +2 more
Total $15.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
Total $15.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $161K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JF ACQUISITION, LLC 401(K) PLAN

401k

Assets$67.5M
Participants2,286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JF PETROLEUM GROUP WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$15.6M
Covered lives2,526
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JF ACQUISITION, LLC 401(K) PLAN401k$67.5M2,2862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JF PETROLEUM GROUP WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$15.6M2,5262025
Retirement plans
Welfare plans
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