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Sponsor portfolio

JSTOOGOOD, LLC

EIN 46-3248961-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$1.2M premiums
Participants
326
596 N KIMBALL AVENUE, SUITE 100 - SOUTHLAKE, TX 76092321-578-1855
Plans on this EIN
2 filings
#001401k-$2.5M - 169 part#501Fully Insured-$1.2M - 157 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$1.0M
  • Vision$1.0M
  • Other$82K
  • Short-term disability$25K
  • Long-term disability$24K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • HARTFORD LIFE AND ACCIDENT1%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • THE CAPITAL GROUP LLC67%
  • MWE SOLUTIONS MS17%
  • AMWINS16%
  • NFP INSURANCE SERVICES INC1%
Total $27K4 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

JSTOOGOOD, LLC 401(K) P/S PLAN

401k

Assets$2.5M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JSTOOGOOD, LLC WRAP BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JSTOOGOOD, LLC 401(K) P/S PLAN401k$2.5M1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JSTOOGOOD, LLC WRAP BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1572025
Retirement plans
Welfare plans
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