PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JCM ASSOCIATES, INC.
Sponsor portfolio

JCM ASSOCIATES, INC.

EIN 52-1538422-Latest filing 2025
Plans
3
Retirement
2
$10.2M assets
Welfare
1
$737K premiums
Participants
635
301 PRINCE GEORGES BLVD., SUITE C - UPPER MARLBORO, MD 207747401301-390-5500jcmassoc.comLinkedIn51-200 employees
Plans on this EIN
3 filings
#002401k-$5.7M - 74 part#001401k-$4.5M - 223 part#501Mixed-$737K - 337 lives

Retirement portfolio analytics

2 plans aggregated / $10.2M assets / 297 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • INC. RETIREMENT PLAN (#002)56%
  • PLAN - B.A. (#001)44%
Total $10.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN - B.A. (#001)223
  • INC. RETIREMENT PLAN (#002)74
Total 297Click row to drill in

Benefits portfolio analytics

1 plan / $737K premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$480K
  • Long-term disability$118K
  • Life$99K
  • Short-term disability$40K
  • Other$9K
Total $737K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA65%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY35%
Total $737K2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • HILB GROUP OF NEW ENGLAND60%
  • KELLY & ASSOCIATES INSURANCE GROUP30%
  • CFA LLC10%
Total $147K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JCM ASSOCIATES, INC. RETIREMENT PLAN

401k

Assets$5.7M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JCM ASSOCIATES, INC. RETIREMENT PLAN - B.A.

401k

Assets$4.5M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JCM ASSOCIATES, INC. WELFARE WRAP PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$737K
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JCM ASSOCIATES, INC. RETIREMENT PLAN401k$5.7M742024
001JCM ASSOCIATES, INC. RETIREMENT PLAN - B.A.401k$4.5M2232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JCM ASSOCIATES, INC. WELFARE WRAP PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$737K3372025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica