PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE J D RUSSELL COMPANY
Sponsor portfolio

THE J D RUSSELL COMPANY

EIN 38-2140474-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$478K premiums
Participants
273
44865 UTICA RD - UTICA, MI 483175474586-685-2114
Plans on this EIN
2 filings
#001401k-$1.7M - 131 part#501Fully Insured-$478K - 142 lives

Benefits portfolio analytics

1 plan / $478K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$451K
  • Prescription drug$451K
  • Dental$17K
  • Vision$17K
  • Life$9K
  • Other$9K
Total $478K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CARE NETWORK OF MICHIGAN78%
  • BLUE CROSS OF CALIFORNIA16%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • PRINCIPAL LIFE INSURANCE COMPANY2%
Total $478K4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • UNKNOWN68%
  • ASSUREDPARTNERS21%
  • THE STERLING GROUP INC7%
  • CENTRO BENEFITS RESEARCH LLC2%
  • ROGERS BENEFIT GROUP INC2%
  • +1 more
Total $23K6 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

THE J D RUSSELL COMPANY 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.7M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JD RUSSELL COMPANY EMPLOYEE HEALTH AND WELFARE PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$478K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE J D RUSSELL COMPANY 401(K) PROFIT SHARING PLAN & TRUST401k$1.7M1312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JD RUSSELL COMPANY EMPLOYEE HEALTH AND WELFARE PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$478K1422025
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