Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$1.5M
- Vision$1.5M
- Life$30K
Sponsor portfolio
JONES COVEY GROUP
EIN 33-0972369constructionLatest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$1.6M premiums
Participants
464
9595 LUCAS RANCH ROAD, SUITE #100 - RANCHO CUCAMONGA, CA 91730888-972-7581LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 506 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- ANTHEM LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
101%top
- BROWN & BROWN INSURANCE SERVICES101%
- DENNIS K. GREENE INC.-1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JONES/COVEY GROUP, INC. 401(K) PLAN
401k
Assets$4.8M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JONES COVEY GROUP HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.6M
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JONES/COVEY GROUP, INC. 401(K) PLAN | 401k | $4.8M | 238 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JONES COVEY GROUP HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.6M | 506 | 2025 |
Retirement plans
Welfare plans