Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Dental$63K
- Life$42K
- Other$42K
- Long-term disability$39K
- +1 more
Sponsor portfolio
J.W. PEPPER & SON, INC.
EIN 23-0963171musicLatest filing 2025
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$1.7M premiums
Participants
394
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 206 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
73%top
- ASSUREDPARTNERS73%
- GCG FINANCIAL LLC26%
- EMPLOYEE NAVIGATOR, LLC0%
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.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN
401k
Assets$23.3M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
J.W. PEPPER AND SON, INC. HEALTH AND WELFARE PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$1.7M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN | 401k | $23.3M | 217 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | J.W. PEPPER AND SON, INC. HEALTH AND WELFARE PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $1.7M | 206 | 2024 |
Retirement plans
Welfare plans