Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$835K
- Dental$835K
- Vision$835K
- Other$39K
- Life$37K
- Short-term disability$37K
- +1 more
Sponsor portfolio
J&M FAMILY MANAGEMENT
EIN 26-3169829hospital & health careLatest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$874K premiums
Participants
490
1900 ENCHANTED WAY STE 200 - GRAPEVINE, TX 760511025800-452-7255jmfm.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $874K premiums / 652 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- STANDARD INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
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 FAMILY MANAGEMENT, LLC 401(K) PLAN
401k
Assets$3.4M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
J&M FAMILY MANAGEMENT WRAP PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$874K
Covered lives652
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J&M FAMILY MANAGEMENT, LLC 401(K) PLAN | 401k | $3.4M | 365 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | J&M FAMILY MANAGEMENT WRAP PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $874K | 652 | 2025 |
Retirement plans
Welfare plans