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Filings through Oct 24, 2026.

J&L Ventures, LLC

EIN 03-0404658-wholesale-Latest filing 2025
Plans
3
Retirement
1
$26.7M assets
Health & Benefits
2
$511K premiums
Participants
1,609
3 VILLA DRIVE NW - ROME, GA 30165706-232-2064bevsouth.comLinkedIn201-500 employeeswholesale
Plans on this EIN
3 filings
#002401(k)-$26.7M - 619 part#501Fully insured-$270K - 482 lives#502Mixed-$241K - 482 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $511K premiums / 964 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$270K
  • Short-term disability$270K
  • Long-term disability$270K
  • Dental$241K
  • Vision$241K
Total $511K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

J & L VENTURES, LLC RETIREMENT SAVINGS PLAN

401(k)

Assets$26.7M
Participants619
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

J&L VENTURES, LLC LONG-TERM & SHORT-TERM DISABILITY AND BASIC & DEPENDENT LIFE

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$270K
Covered lives482
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

J&L VENTURES, LLC HEALTH INSURANCE & DENTAL

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$241K
Covered lives482
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002J & L VENTURES, LLC RETIREMENT SAVINGS PLAN401(k)$26.7M6192025
  • J & L VENTURES, LLC RETIREMENT SAVINGS PLAN$26.7M
    #002 · 401(k) · 2025619

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501J&L VENTURES, LLC LONG-TERM & SHORT-TERM DISABILITY AND BASIC & DEPENDENT LIFEFully insuredSUN LIFE ASSURANCE COMPANY OF CANADA$270K4822025
#502J&L VENTURES, LLC HEALTH INSURANCE & DENTALMixedSUN LIFE ASSURANCE COMPANY OF CANADA$241K4822025
  • J&L VENTURES, LLC LONG-TERM & SHORT-TERM DISABILITY AND BASIC & DEPENDENT LIFE$270K
    #501 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025482
  • J&L VENTURES, LLC HEALTH INSURANCE & DENTAL$241K
    #502 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025482
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
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  4. Health & Benefits plans
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