Assets by plan
Share of aggregate retirement assets
Filings through .
James D. Morrissey, Inc.
EIN 23-1268801constructionLatest filing 2025
Plans
3
Retirement
2
$57.7M assets
Health & Benefits
1
$4.3M premiums
Participants
854
9119 FRANKFORD AVENUE - PHILADELPHIA, PA 191142854215-333-8000jdm-inc.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $57.7M assets / 582 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.3M premiums / 467 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Vision$4.0M
- Prescription drug$4.0M
- Dental$117K
- Short-term disability$68K
- Long-term disability$63K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
JAMES D. MORRISSEY, INC. 401(K) PLAN
401(k)
Assets$31.7M
Participants354
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#050
JAMES D. MORRISSEY, INC. ET AL. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$26.0M
Participants228
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JAMES D. MORRISSEY, INC. ET AL EMPLOYEE BENEFIT PLAN
Fully insured - AETNA LIFE INSURANCE CO.
Premiums$4.3M
Covered lives467
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JAMES D. MORRISSEY, INC. 401(K) PLAN | 401(k) | $31.7M | 354 | 2025 |
| #050 | JAMES D. MORRISSEY, INC. ET AL. DEFINED BENEFIT PENSION PLAN | Traditional DB | $26.0M | 228 | 2025 |
- #002 · 401(k) · 2025354
- #050 · Traditional DB · 2025228
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JAMES D. MORRISSEY, INC. ET AL EMPLOYEE BENEFIT PLAN | Fully insured | AETNA LIFE INSURANCE CO. | $4.3M | 467 | 2025 |
- #501 · Fully insured · AETNA LIFE INSURANCE CO. · 2025467
Retirement plans
Health & Benefits plans