Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$8.7M
- Dental$166K
- Long-term disability$76K
- Vision$37K
Sponsor portfolioTH
FORREST T. JONES & COMPANY, INC.
EIN 43-1451185insuranceLatest filing 2024
Plans
2
Retirement
1
$36.0M assets
Welfare
1
$9.0M premiums
Participants
738
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $9.0M premiums / 391 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- FIDELITY SECURITY LIFE INSURANCE COMPANY97%
- BLUE CROSS OF CALIFORNIA2%
- USABLE LIFE1%
- EYEMED VISION CARE0%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- BLUE CROSS BLUE SHIELD OF FLORIDA100%
- EYEMED VISION CARE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FORREST T. JONES & COMPANY INC. EMPLOYEES 401(K) PLAN
401k
Assets$36.0M
Participants438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN
Mixed - FIDELITY SECURITY LIFE
Premiums$9.0M
Covered lives391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FORREST T. JONES & COMPANY INC. EMPLOYEES 401(K) PLAN | 401k | $36.0M | 438 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans