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Sponsor portfolio

J&A SERVICES, LLC

EIN 33-1100442-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$1.9M premiums
Participants
688
3166 PIPE COURT - GRAND JUNCTION, CO 81504970-549-4092jafences.comLinkedIn501-1000 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$5.7M - 498 part#501Fully Insured-$1.9M - 268 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Life$97K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $2K1 slice

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 & A SERVICES, LLC 401(K) PLAN

401k

Assets$5.7M
Participants498
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J&A SERVICES, LLC WELFARE BENEFIT PLAN

Fully Insured - ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.

Premiums$1.9M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J & A SERVICES, LLC 401(K) PLAN401k$5.7M4982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J&A SERVICES, LLC WELFARE BENEFIT PLANFully InsuredROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.$1.9M2682025
Retirement plans
Welfare plans
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