Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Prescription drug$1.0M
- Dental$157K
- Vision$157K
- Life$157K
- Short-term disability$157K
- +2 more
Sponsor portfolio
CCJ & ASSOCIATES, LLC
EIN 27-0681548retailLatest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$1.2M premiums
Participants
269
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 130 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITEDHEALTHCARE INSURANCE COMPANY87%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
- GUZZETTA BENEFIT SERVICES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CCJ & ASSOCIATES, LLC 401(K) PLAN
401k
Assets$15.9M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CCJ & ASSOCIATES, LLC HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CCJ & ASSOCIATES, LLC 401(K) PLAN | 401k | $15.9M | 139 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CCJ & ASSOCIATES, LLC HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 130 | 2025 |
Retirement plans
Welfare plans