PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JMF COMPANY
Sponsor portfolio

JMF COMPANY

EIN 36-2653677-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
1
$4.3M assets
Welfare
2
$26K premiums
Participants
312
2735 62ND STREET COURT - BETTENDORF, IA 52722563-332-9200
Plans on this EIN
3 filings
#003401k-$4.3M - 132 part#503Fully Insured-$16K - 90 lives#502Fully Insured-$9K - 90 lives

Benefits portfolio analytics

2 plans / $26K premiums / 180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$16K
  • Life$9K
  • Other$9K
Total $26K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $26K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JMF COMPANY 401(K) RETIREMENT PLAN

401k

Assets$4.3M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

JMF COMPANY SHORT TERM DISABILITY INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$16K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JMF COMPANY LIFE/AD&D INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$9K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003JMF COMPANY 401(K) RETIREMENT PLAN401k$4.3M1322025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503JMF COMPANY SHORT TERM DISABILITY INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$16K902024
502JMF COMPANY LIFE/AD&D INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$9K902024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica