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Sponsor portfolio

JMR SERVICES, LLC

EIN 32-0477500-oil & energy-Latest filing 2024
Plans
2
Retirement
1
$864K assets
Welfare
1
$178K premiums
Participants
305
4706 GREEN TREE BLVD - MIDLAND, TX 79707432-618-1050jmrservices.comLinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$864K - 114 part#501Mixed-$178K - 316 lives

Benefits portfolio analytics

1 plan / $178K premiums / 316 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$103K
  • Vision$103K
  • Life$103K
  • Long-term disability$103K
  • Other$76K
  • Short-term disability$57K
Total $178K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • PRINCIPAL LIFE INSURANCE COMPANY58%
  • AFLAC32%
  • HCC LIFE INSURANCE COMPANY11%
Total $178K3 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • FROST INSURANCE AGENCY INC45%
  • MICHAEL HILL25%
  • ELI LEAL8%
  • IMS MARKETING, INC.6%
  • NANCY B PENA5%
  • +3 more
Total $31K8 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

JMR SERVICES, LLC 401K PLAN

401k

Assets$864K
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JMR SERVICES, LLC HEALTH BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$178K
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JMR SERVICES, LLC 401K PLAN401k$864K1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JMR SERVICES, LLC HEALTH BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$178K3162024
Retirement plans
Welfare plans
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