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Sponsor portfolio

JEFFREYM CONSULTING, LLC

EIN 41-2113274-staffing and recruiting-Latest filing 2025
Plans
2
Retirement
1
$15.6M assets
Welfare
1
$161K premiums
Participants
560
600 UNIVERSITY STREET, SUITE 601 - SEATTLE, WA 98101206-258-4972jeffreym.comLinkedIn201-500 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001401k-$15.6M - 411 part#501Mixed-$161K - 175 lives

Benefits portfolio analytics

1 plan / $161K premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$97K
  • Life$48K
  • Long-term disability$48K
  • Other$48K
  • Vision$16K
Total $161K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • BLUE CROSS OF CALIFORNIA60%
  • USABLE LIFE30%
  • VISION SERVICE PLAN10%
Total $161K3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • PILLAR INTERNATIONAL INSURANCE ADVI51%
  • GALLAGHER BENEFIT SERVICES, INC.35%
  • REGENCE BLUESHIELD OF WASHINGTON8%
  • PILLAR INTERNATIONAL INS ADVISORS6%
Total $13K4 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

JEFFREYM CONSULTING, LLC 401(K) RETIREMENT PLAN

401k

Assets$15.6M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEFFREYM CONSULTING, LLC WELFARE BENEFITS PLAN

Mixed - REGENCE BLUESHIELD

Premiums$161K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JEFFREYM CONSULTING, LLC 401(K) RETIREMENT PLAN401k$15.6M4112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEFFREYM CONSULTING, LLC WELFARE BENEFITS PLANMixedREGENCE BLUESHIELD$161K1752025
Retirement plans
Welfare plans
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