Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$635K
- Life$533K
- Long-term disability$533K
- Dental$314K
- Vision$58K
Filings through .
Roy Jorgensen Associates, Inc.
EIN 52-0850711transportation/trucking/railroadLatest filing 2025
Plans
6
Retirement
1
$42.4M assets
Health & Benefits
5
$1.0M premiums
Participants
4,250
PO BOX 70 - BUCKEYSTOWN, MD 21717301-831-1000royjorgensen.comLinkedIn501-1000 employeestransportation/trucking/railroad
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Benefits portfolio analytics
5 plans / $1.0M premiums / 4,227 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN
401(k)
Assets$42.4M
Participants1,597
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ROY JORGENSEN ASSOCIATES INC. AND RELATED COMPANIES LTD AND GROUP LIFE PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$533K
Covered lives1,278
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
ROY JORGENSEN ASSOCIATES INC. AND RELATED COMPANIES GROUP HEALTH PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$314K
Covered lives1,278
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
ROY JORGENSEN ASSOCIATES INC. CRITICAL ILLNESS PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$102K
Covered lives393
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
ROY JORGENSEN ASSOCIATES INC. VISION PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$58K
Covered lives1,278
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
ROY JORGENSEN ASSOCIATES INC. FSA
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN | 401(k) | $42.4M | 1,597 | 2025 |
- #001 · 401(k) · 20251,597
Health & Benefits plans
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ROY JORGENSEN ASSOCIATES INC. AND RELATED COMPANIES LTD AND GROUP LIFE PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $533K | 1,278 | 2025 |
| #503 | ROY JORGENSEN ASSOCIATES INC. AND RELATED COMPANIES GROUP HEALTH PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $314K | 1,278 | 2025 |
| #506 | ROY JORGENSEN ASSOCIATES INC. CRITICAL ILLNESS PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $102K | 393 | 2025 |
| #504 | ROY JORGENSEN ASSOCIATES INC. VISION PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $58K | 1,278 | 2025 |
| #505 | ROY JORGENSEN ASSOCIATES INC. FSA | Self-funded | - | $0 | 0 | 2025 |
- #502 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 20251,278
- #503 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 20251,278
- #506 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025393
- #504 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 20251,278
- #505 · Self-funded · 20250
Retirement plans
Health & Benefits plans