Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Dental$3.9M
- Vision$3.9M
- Prescription drug$3.9M
- Life$29K
- Other$29K
Sponsor portfolioTH
JONESTRADING INSTITUTIONAL SERVICES LLC
EIN 51-0484896investment bankingLatest filing 2025
Plans
2
Retirement
1
$118.8M assets
Welfare
1
$3.9M premiums
Participants
370
555 ST. CHARLES DRIVE SUITE #200 - THOUSAND OAKS, CA 91360818-991-5500LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 140 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY99%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
JONESTRADING INSTITUTIONAL SERVICES LLC 401(K) PLAN
401k
Assets$118.8M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE JONESTRADING EMPLOYEE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$3.9M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | JONESTRADING INSTITUTIONAL SERVICES LLC 401(K) PLAN | 401k | $118.8M | 230 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE JONESTRADING EMPLOYEE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $3.9M | 140 | 2025 |
Retirement plans
Welfare plans