Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$8.7M
- Dental$166K
- Long-term disability$76K
- Vision$37K
Filings through .
Top hat
Forrest T. Jones & Company, Inc.
EIN 43-1451185insuranceLatest filing 2025
Plans
2
Retirement
1
$37.7M assets
Health & Benefits
1
$9.0M premiums
Participants
764
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $9.0M premiums / 391 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
FORREST T. JONES & COMPANY INC. EMPLOYEES 401(K) PLAN
401(k)
Assets$37.7M
Participants464
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN
Mixed - FIDELITY SECURITY LIFE
Premiums$9.0M
Covered lives391
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FORREST T. JONES & COMPANY INC. EMPLOYEES 401(K) PLAN | 401(k) | $37.7M | 464 | 2025 |
- #002 · 401(k) · 2025464
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN | Mixed | FIDELITY SECURITY LIFE | $9.0M | 391 | 2024 |
- #502 · Mixed · FIDELITY SECURITY LIFE · 2024391
Retirement plans
Health & Benefits plans