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Sponsor portfolio

JAMES D. MORRISSEY, INC.

EIN 23-1268801-construction-Latest filing 2025
Plans
3
Retirement
2
$50.4M assets
Welfare
1
$4.3M premiums
Participants
861
9119 FRANKFORD AVENUE - PHILADELPHIA, PA 19114215-333-8000jdm-inc.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002401k-$26.4M - 352 part#050TraditionalDB-$24.0M - 237 part#501Fully Insured-$4.3M - 467 lives

Retirement portfolio analytics

2 plans aggregated / $50.4M assets / 589 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • MORRISSEY, INC. 401(K) (#002)52%
  • DEFINED BENEFIT PENSION (#050)48%
Total $50.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MORRISSEY, INC. 401(K) (#002)352
  • DEFINED BENEFIT PENSION (#050)237
Total 589Click row to drill in

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
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA3%
Total $4.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $35K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JAMES D. MORRISSEY, INC. 401(K) PLAN

401k

Assets$26.4M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#050

JAMES D. MORRISSEY, INC. ET AL. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$24.0M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAMES D. MORRISSEY, INC. ET AL EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$4.3M
Covered lives467
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JAMES D. MORRISSEY, INC. 401(K) PLAN401k$26.4M3522024
050JAMES D. MORRISSEY, INC. ET AL. DEFINED BENEFIT PENSION PLANTraditionalDB$24.0M2372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAMES D. MORRISSEY, INC. ET AL EMPLOYEE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$4.3M4672025
Retirement plans
Welfare plans
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