Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$41.4M
- Long-term disability$41.4M
- Other$41.4M
- Health$1.5M
- Prescription drug$1.5M
- Short-term disability$416K
Sponsor portfolioTH
EDWARD D. JONES & CO., L.P.
EIN 43-0345811investment bankingLatest filing 2024
Plans
2
Retirement
1
$12.37B assets
Welfare
1
$43.2M premiums
Participants
112,016
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $43.2M premiums / 98,306 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- METROPOLITAN LIFE INSURANCE COMPANY97%
- HAWAII MEDICAL SERVICE ASSOCIATION3%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
401k
Assets$12.37B
Participants58,392
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EDWARD D. JONES & CO EMPLOYEE HEALTH & WELFARE PROGRAM
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$43.2M
Covered lives98,306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | 401k | $12.37B | 58,392 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EDWARD D. JONES & CO EMPLOYEE HEALTH & WELFARE PROGRAM | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $43.2M | 98,306 | 2024 |
Retirement plans
Welfare plans