Sponsor portfolio

JRM CONSTRUCTION MANAGEMENT, LLC

EIN 20-8783504constructionLatest filing 2024

Plans

Retirement

$218.5M assets

Welfare

$1.5M premiums

Participants

2,115

111 WEST 33RD STREET, 4TH FLOOR - NEW YORK, NY 10120212-545-0500jrmcm.comLinkedIn501-1000 employeesconstruction

Plans on this EIN

3 filings

#003ESOP-$164.9M - 711 part #001401k-$53.6M - 771 part #501Fully Insured-$1.5M - 1,052 lives

Retirement portfolio analytics

2 plans aggregated / $218.5M assets / 1,482 participants

Assets by plan

Share of aggregate retirement assets

75%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,052 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$828K
Vision$828K
Life$828K
Other$471K
Short-term disability$265K
Long-term disability$265K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

59%top

METROPOLITAN LIFE INSURANCE COMPANY59%
UNUM LIFE INSURANCE COMPANY OF AMERICA30%
KAISER FOUNDATION HEALTH PLAN INC11%

Broker market share

Schedule A broker compensation

Split broker

51%top

MML INSURANCE AGENCY LLC51%
LOCKTON COMPANIES, LLC43%
BENEFITMALL6%
SENTINEL FINANCIAL SOLUTIONS1%

Plan deep-dives

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

Retirement#003

JRM CONSTRUCTION MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$164.9M

Participants711

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

JRM CONSTRUCTION MANAGEMENT 401(K) PLAN

401k

Assets$53.6M

Participants771

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501