PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. J.A. CROSON, LLC
Sponsor portfolio

J.A. CROSON, LLC

EIN 20-0751984-Construction-Latest filing 2024
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$2.3M premiums
Participants
424
31550 CR-437 - SORRENTO, FL 32776352-729-7118
Plans on this EIN
2 filings
#001401k-$4.1M - 249 part#501Mixed-$2.3M - 159 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Vision$2.0M
  • Other$151K
  • Short-term disability$125K
  • Long-term disability$125K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • STANDARD INSURANCE COMPANY3%
  • TRUSTMARK INSURANCE COMPANY1%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $204K1 slice

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.A. CROSON, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$4.1M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J. A. CROSON, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J.A. CROSON, LLC 401(K) PROFIT SHARING PLAN401k$4.1M2492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J. A. CROSON, LLC HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.3M1592024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica