Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$439K
- Prescription drug$439K
- Other$36K
- Vision$34K
- Life$29K
- Long-term disability$29K
Sponsor portfolioTH
CURT G. JOA, INC.
EIN 39-0376520machineryLatest filing 2024
Plans
3
Retirement
1
$83.3M assets
Welfare
2
$509K premiums
Participants
779
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $509K premiums / 509 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- HUMANA INSURANCE COMPANY86%
- UNITEDHEALTHCARE INSURANCE COMPANY7%
- RELIANCE STANDARD LIFE INSURANCE COMPANY6%
- AURORA HEALTHCARE1%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CURT G. JOA, INC. EMPLOYEES TRUST FUND
401k
Assets$83.3M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
CURT G. JOA, INC. RETIREE HEALTH BENEFIT PLAN
Fully Insured - HUMANA INSURANCE COMPANY
Premiums$439K
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
CURT G. JOA, INC.'S COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$70K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CURT G. JOA, INC. EMPLOYEES TRUST FUND | 401k | $83.3M | 391 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | CURT G. JOA, INC. RETIREE HEALTH BENEFIT PLAN | Fully Insured | HUMANA INSURANCE COMPANY | $439K | 184 | 2024 | |
| 505 | CURT G. JOA, INC.'S COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $70K | 325 | 2024 |
Retirement plans
Welfare plans