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Sponsor portfolioTH

JT MAGEN & COMPANY, INC.

EIN 11-3136124-construction-Latest filing 2025
Plans
4
Retirement
1
$64.8M assets
Welfare
3
$457K premiums
Participants
952
44 WEST 28TH STREET, 11TH FLOOR - NEW YORK, NY 10011212-790-4236jtmagen.comLinkedIn201-500 employeesconstruction
Plans on this EIN
4 filings
#001401k-$64.8M - 314 part#502Fully Insured-$375K - 260 lives#501Mixed-$82K - 272 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $457K premiums / 532 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$351K
  • Life$82K
  • Long-term disability$82K
  • Other$82K
  • Vision$24K
Total $457K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • VISION SERVICE PLAN5%
Total $457K2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • MARSH & MCLENNAN AGENCY LLC65%
  • CORPORATE SYNERGIES GROUP LLC35%
Total $45K2 slices

Plan deep-dives

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

J.T. MAGEN & COMPANY INC. 401K PLAN

401k

Assets$64.8M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JT MAGEN GROUP DENTAL & VISION PLANS

Fully Insured - UNITED HEALTHCARE INSURANCE CO.

Premiums$375K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS

Mixed - UNITED HEALTHCARE INSURANCE CO.

Premiums$82K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

J.T.MAGEN & COMPANY, INC. FLEXIBLE SPENDING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J.T. MAGEN & COMPANY INC. 401K PLAN401k$64.8M3142024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JT MAGEN GROUP DENTAL & VISION PLANSFully InsuredUNITED HEALTHCARE INSURANCE CO.$375K2602025
501J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMSMixedUNITED HEALTHCARE INSURANCE CO.$82K2722025
503J.T.MAGEN & COMPANY, INC. FLEXIBLE SPENDING PLANSelf Funded-$002025
Retirement plans
Welfare plans
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