PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. J.L. CULPEPPER AND COMPANY, INC.
Sponsor portfolio

J.L. CULPEPPER AND COMPANY, INC.

EIN 54-0582703-package/freight delivery-Latest filing 2025
Plans
4
Retirement
1
$8.3M assets
Welfare
3
$89K premiums
Participants
438
201 HALEY ROAD - ASHLAND, VA 23005804-752-7171LinkedIn51-200 employeespackage/freight delivery
Plans on this EIN
4 filings
#001401k-$8.3M - 135 part#502Fully Insured-$33K - 101 lives#503Fully Insured-$29K - 101 lives#501Fully Insured-$27K - 101 lives

Benefits portfolio analytics

3 plans / $89K premiums / 303 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$33K
  • Long-term disability$29K
  • Life$27K
  • Other$27K
Total $89K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $89K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN

401k

Assets$8.3M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

J.L. CULPEPPER AND COMPANY, INC. STD PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$33K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

J.L. CULPEPPER AND COMPANY, INC. LTD PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$29K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

J.L. CULPEPPER AND COMPANY, INC. LIFE AND AD&D PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$27K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RRS FOODSERVICE 401(K) AND PROFIT SHARING PLAN401k$8.3M1352024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502J.L. CULPEPPER AND COMPANY, INC. STD PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$33K1012025
503J.L. CULPEPPER AND COMPANY, INC. LTD PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$29K1012025
501J.L. CULPEPPER AND COMPANY, INC. LIFE AND AD&D PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$27K1012025
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