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Sponsor portfolio

J & B GROUP INC.

EIN 41-1806598-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$102.2M assets
Welfare
1
$437K premiums
Participants
1,567
13200 43RD STREET NORTH EAST - ST. MICHAEL, MN 55376763-497-3913
Plans on this EIN
2 filings
#001401k-$102.2M - 870 part#501Mixed-$437K - 689 lives

Benefits portfolio analytics

1 plan / $437K premiums / 689 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$300K
  • Life$146K
  • Long-term disability$110K
  • Vision$27K
Total $437K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY84%
  • FIRST STOP HEALTH10%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
Total $437K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $75K1 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 & B GROUP, INC. 401(K) PLAN AND TRUST

401k

Assets$102.2M
Participants870
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J & B GROUP, INC. WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$437K
Covered lives689
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J & B GROUP, INC. 401(K) PLAN AND TRUST401k$102.2M8702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J & B GROUP, INC. WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$437K6892025
Retirement plans
Welfare plans
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