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Sponsor portfolio

W. M. JORDAN COMPANY, INC.

EIN 54-0637212-construction-Latest filing 2025
Plans
6
Retirement
1
$71.5M assets
Welfare
5
$537K premiums
Participants
1,653
11010 JEFFERSON AVE - NEWPORT NEWS, VA 236012717757-596-6341wmjordan.comLinkedIn201-500 employeesconstruction
Plans on this EIN
6 filings
#002401k-$71.5M - 409 part#503Fully Insured-$207K - 283 lives#504Fully Insured-$194K - 487 lives#502Fully Insured-$98K - 282 lives#505Fully Insured-$38K - 414 lives#501Self Funded-0 lives

Benefits portfolio analytics

5 plans / $537K premiums / 1,466 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$235K
  • Life$218K
  • Other$218K
  • Long-term disability$101K
  • Vision$40K
Total $593K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY54%
  • ANTHEM LIFE INSURANCE COMPANY40%
  • VISION SERVICE PLAN7%
Total $593K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE FRIEDEN AGENCY INC100%
Total $27K1 slice

Plan deep-dives

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

W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN

401k

Assets$71.5M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

W.M. JORDAN COMPANY, INC. LIFE AND AD&D PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$207K
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

W. M. JORDAN COMPANY, INC. DENTAL PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA

Premiums$194K
Covered lives487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

W. M. JORDAN COMPANY, INC. LONG TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$98K
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

W.M. JORDAN COMPANY, INC. VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$38K
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

W. M. JORDAN COMPANY, INC. GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN401k$71.5M4092025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
503W.M. JORDAN COMPANY, INC. LIFE AND AD&D PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$207K2832025
504W. M. JORDAN COMPANY, INC. DENTAL PLANFully InsuredANTHEM HEALTH PLANS OF VIRGINIA$194K4872025
502W. M. JORDAN COMPANY, INC. LONG TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$98K2822025
505W.M. JORDAN COMPANY, INC. VISION PLANFully InsuredVISION SERVICE PLAN$38K4142025
501W. M. JORDAN COMPANY, INC. GROUP HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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