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Sponsor portfolioTH

J.M. OLIVER, INC.

EIN 23-2287743-Construction-Latest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$232K premiums
Participants
472
101 WAVERLY AVENUE - MORTON, PA 19070610-946-1350
Plans on this EIN
2 filings
#001401k-$22.0M - 291 part#501Mixed-$232K - 203 lives

Benefits portfolio analytics

1 plan / $232K premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$134K
  • Life$127K
  • Short-term disability$127K
  • Long-term disability$105K
  • Dental$87K
  • Vision$12K
Total $232K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • METROPOLITAN LIFE INSURANCE COMPANY45%
  • DELTA DENTAL OF CALIFORNIA37%
  • AFLAC9%
  • EYEMED VISION CARE5%
  • TELEMEDICINE MANAGEMENT, INC. DBA SWIFTMD3%
Total $232K5 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • ARTHUR B GOLDBERG39%
  • MAIN LINE BENEFIT SOLUTIONS LLC29%
  • ASSUREDPARTNERS15%
  • BONNIE H DROBNES10%
  • CONLON AND ASSOCIATES LLC5%
  • +3 more
Total $4K8 slices

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. M. OLIVER 401(K) RETIREMENT PLAN

401k

Assets$22.0M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J.M. OLIVER, INC. WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$232K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J. M. OLIVER 401(K) RETIREMENT PLAN401k$22.0M2912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J.M. OLIVER, INC. WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$232K2032025
Retirement plans
Welfare plans
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