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Sponsor portfolioTH

JRD MANAGEMENT CORP DBA MAXX PROPERTIES

EIN 13-3446651-retail-Latest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$4.2M premiums
Participants
588
2 MANHATTANVILLE ROAD, SUITE 401 - PURCHASE, NY 10577914-899-8000LinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#001401k-$16.2M - 289 part#501Fully Insured-$4.2M - 411 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 411 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Dental$174K
  • Short-term disability$150K
  • Other$120K
  • Vision$110K
  • +2 more
Total $4.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • SHELTERPOINT LIFE INSURANCE COMPANY1%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • COMPSYCH0%
Total $4.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $123K2 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

MAXX PROPERTIES 401(K) PLAN

401k

Assets$16.2M
Participants289
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAXX PROPERTIES HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.2M
Covered lives411
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAXX PROPERTIES 401(K) PLAN401k$16.2M2892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAXX PROPERTIES HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.2M4112025
Retirement plans
Welfare plans
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