Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Other$656K
- Dental$639K
- Vision$639K
- Life$639K
- Short-term disability$639K
- +1 more
Sponsor portfolio
JAROS BAUM AND BOLLES
EIN 13-0884150Latest filing 2025
Plans
2
Retirement
1
$77.9M assets
Welfare
1
$3.8M premiums
Participants
495
80 PINE STREET 12TH FLOOR - NEW YORK, NY 10005212-530-9499
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 449 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
99%top
- EDGEWOOD PARTNERS INSURANCE CENTER99%
- INTEGRO INSURANCE BROKERS2%
- WATCHTOWER BENEFITS, LLC-1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JAROS, BAUM & BOLLES EMPLOYEES 401(K) SAVINGS PLAN
401k
Assets$77.9M
Participants495
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
JAROS BAUM AND BOLLES WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$3.8M
Covered lives449
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAROS, BAUM & BOLLES EMPLOYEES 401(K) SAVINGS PLAN | 401k | $77.9M | 495 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | JAROS BAUM AND BOLLES WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.8M | 449 | 2025 |
Retirement plans
Welfare plans