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Sponsor portfolio

JAMES & MILLER WELDING LLC

EIN 26-2039420-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$302K assets
Welfare
1
$375K premiums
Participants
241
3963 S. HIGHWAY 97, PMB #317 - SAND SPRINGS, OK 74063918-888-6901
Plans on this EIN
2 filings
#001401k-$302K - 107 part#501Fully Insured-$375K - 146 lives

Benefits portfolio analytics

1 plan / $375K premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$273K
  • Dental$57K
  • Other$45K
  • Life$10K
Total $375K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • DELTA DENTAL OF CALIFORNIA15%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
Total $375K3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • INSURICA, INC.85%
  • DS EXECUTIVE LLC13%
  • BROOKSHIRE BENEFITS LLC2%
Total $48K3 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 WELDING LLC 401(K) PLAN

401k

Assets$302K
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAMES & MILLER WELDING, LLC WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$375K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J & M WELDING LLC 401(K) PLAN401k$302K1072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAMES & MILLER WELDING, LLC WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$375K1462025
Retirement plans
Welfare plans
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