Assets by plan
Share of aggregate retirement assets
- PLAN - B.A. (#001)$4.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $11.5M assets / 322 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $737K premiums / 337 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JCM INC. RETIREMENT PLAN | 401(k) | $6.7M | 77 | 2025 |
| #001 | JCM ASSOCIATES, INC. RETIREMENT PLAN - B.A. | 401(k) | $4.7M | 245 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JCM ASSOCIATES, INC. WELFARE WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $737K | 337 | 2025 |