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Sponsor portfolioTH

CHARLES D. JONES & CO.

EIN 44-0538292-wholesale-Latest filing 2025
Plans
3
Retirement
2
$88.9M assets
Welfare
1
$2.5M premiums
Participants
579
4400 NW 41ST STREET - RIVERSIDE, MO 64150816-561-3761cdjones.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filings
#003ESOP-$74.6M - 178 part#001401k-$14.2M - 207 part#501Fully Insured-$2.5M - 216 lives

Retirement portfolio analytics

2 plans aggregated / $88.9M assets / 385 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • EMPLOYEE STOCK OWNERSHIP (#003)84%
  • COMPANY, INC. 401(K) (#001)16%
Total $88.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY, INC. 401(K) (#001)207
  • EMPLOYEE STOCK OWNERSHIP (#003)178
Total 385Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$71K
  • Life$52K
  • Vision$9K
Total $2.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • DELTA DENTAL OF CALIFORNIA3%
  • STANDARD INSURANCE COMPANY2%
  • ADVANTICA INSURANCE COMPANY0%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $115K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CHARLES D. JONES & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$74.6M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CHARLES D. JONES & COMPANY, INC. 401(K) PLAN

401k

Assets$14.2M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARLES D. JONES & CO WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF KANSAS CITY

Premiums$2.5M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CHARLES D. JONES & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$74.6M1782024
001CHARLES D. JONES & COMPANY, INC. 401(K) PLAN401k$14.2M2072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARLES D. JONES & CO WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF KANSAS CITY$2.5M2162025
Retirement plans
Welfare plans
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