Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Prescription drug$2.5M
- Other$225K
- Life$168K
- Short-term disability$168K
- Long-term disability$168K
- +2 more
Sponsor portfolio
JSM & ASSOCIATES, LLC
EIN 26-1660700designLatest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$2.9M premiums
Participants
795
1321 APOPKA AIRPORT ROAD, HANGAR #101 - APOPKA, FL 32712352-383-2600jsmandassociates.comLinkedIn51-200 employeesdesign
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 387 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
96%top
- GALLAGHER BENEFIT SERVICES, INC.96%
- WORKSITE AMERICA LLC2%
- CALVON Y BUCZKOWSKI1%
- COLLETTE G BOISVERT1%
- SARAH WEYMOUTH1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JSM & ASSOCIATES 401(K) PLAN
401k
Assets$5.8M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JSM & ASSOCIATES, LLC BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.9M
Covered lives387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JSM & ASSOCIATES 401(K) PLAN | 401k | $5.8M | 408 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JSM & ASSOCIATES, LLC BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.9M | 387 | 2025 |
Retirement plans
Welfare plans