Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
JRMB II, INC.
EIN 27-3629393bankingLatest filing 2025
Plans
3
Retirement
2
$60.6M assets
Welfare
1
$2.2M premiums
Participants
1,771
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $60.6M assets / 1,371 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 400 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Prescription drug$2.1M
- Other$137K
- Vision$123K
- Life$123K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- DEARBORN LIFE INSURANCE COMPANY6%
- NEW DIRECTIONS BEHAVIORAL HEALTH1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JRMB II, INC. 401(K) PLAN
401k
Assets$30.3M
Participants1,123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JRMB II PENSION PLAN
TraditionalDB
Assets$30.2M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JRMB II, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$2.2M
Covered lives400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JRMB II, INC. 401(K) PLAN | 401k | $30.3M | 1,123 | 2024 | |
| 001 | JRMB II PENSION PLAN | TraditionalDB | $30.2M | 248 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JRMB II, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $2.2M | 400 | 2025 |
Retirement plans
Welfare plans