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Sponsor portfolio

J&L VENTURES, LLC

EIN 03-0404658-wholesale-Latest filing 2025
Plans
3
Retirement
1
$20.7M assets
Welfare
2
$511K premiums
Participants
1,517
7000 JAMESSON ROAD, SUITE A - MIDLAND, GA 31820706-232-2064bevsouth.comLinkedIn201-500 employeeswholesale
Plans on this EIN
3 filings
#002401k-$20.7M - 527 part#501Fully Insured-$270K - 482 lives#502Mixed-$241K - 482 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $511K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • YATES LLC100%
Total $44K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

J & L VENTURES, LLC RETIREMENT SAVINGS PLAN

401k

Assets$20.7M
Participants527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#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
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

J&L VENTURES, LLC HEALTH INSURANCE & DENTAL

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$241K
Covered lives482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002J & L VENTURES, LLC RETIREMENT SAVINGS PLAN401k$20.7M5272024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest 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
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