Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$635K
- Life$533K
- Long-term disability$533K
- Dental$314K
- Vision$58K
Sponsor portfolio
ROY JORGENSEN ASSOCIATES, INC.
EIN 52-0850711transportation/trucking/railroadLatest filing 2025
Plans
6
Retirement
1
$42.4M assets
Welfare
5
$1.0M premiums
Participants
4,250
PO BOX 70 - BUCKEYSTOWN, MD 21717301-831-1000royjorgensen.comLinkedIn501-1000 employeestransportation/trucking/railroad
Benefits portfolio analytics
5 plans / $1.0M premiums / 4,227 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
57%top
- WILLIS TOWERS WATSON US LLC57%
- GIS BENEFITS INC23%
- BOON CHAPMAN BENEFIT ADMINISTRATORS20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN
401k
Assets$42.4M
Participants1,597
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ROY JORGENSEN ASSOCIATES INC. AND RELATED COMPANIES LTD AND GROUP LIFE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$533K
Covered lives1,278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
ROY JORGENSEN ASSOCIATES INC. AND RELATED COMPANIES GROUP HEALTH PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$314K
Covered lives1,278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
ROY JORGENSEN ASSOCIATES INC. CRITICAL ILLNESS PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$102K
Covered lives393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
ROY JORGENSEN ASSOCIATES INC. VISION PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$58K
Covered lives1,278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
ROY JORGENSEN ASSOCIATES INC. FSA
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN | 401k | $42.4M | 1,597 | 2025 |
Welfare plans5
| 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 |
Retirement plans
Welfare plans