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Sponsor portfolioTH

JM SEARCH & COMPANY, INC.

EIN 23-2793409-staffing and recruiting-Latest filing 2024
Plans
3
Retirement
1
$40.7M assets
Welfare
2
$1.6M premiums
Participants
612
1045 FIRST AVENUE - #110 - KING OF PRUSSIA, PA 19406610-964-0200jmsearch.comLinkedIn201-500 employeesstaffing and recruiting
Plans on this EIN
3 filings
#002401k-$40.7M - 223 part#501Self Funded-$1.3M - 165 lives#502Fully Insured-$372K - 222 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 387 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.3M
  • Dental$372K
  • Life$372K
  • Short-term disability$372K
  • Long-term disability$372K
  • Other$372K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA77%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA23%
  • HM LIFE INSURANCE COMPANY0%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAMES R NELLIGAN & ASSOCIATES LLC100%
Total $40K1 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

JM SEARCH & COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$40.7M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JM & COMPANY EMPLOYEE BENEFIT PLAN

Self Funded - SUN LIFE ASSURANCE COMPANY

Premiums$1.3M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JM & COMPANY GROUP INSURANCE PLAN

Fully Insured - GUARDIAN

Premiums$372K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JM SEARCH & COMPANY, INC. 401(K) PROFIT SHARING PLAN401k$40.7M2232024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JM & COMPANY EMPLOYEE BENEFIT PLANSelf FundedSUN LIFE ASSURANCE COMPANY$1.3M1652024
502JM & COMPANY GROUP INSURANCE PLANFully InsuredGUARDIAN$372K2222024
Retirement plans
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