Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$272K
- Life$33K
- Other$33K
- Long-term disability$26K
Sponsor portfolioTH
J. F. ALLEN COMPANY
EIN 55-0328627constructionLatest filing 2024
Plans
2
Retirement
1
$19.6M assets
Welfare
1
$331K premiums
Participants
467
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $331K premiums / 201 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY82%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- NORTHWESTERN MUTUAL8%
Broker market share
Schedule A broker compensation
46%top
- ADAM MICHAEL ROWH46%
- THOMAS J MCCORD41%
- WHR AGENCY INC11%
- DIGITAL INSURANCE LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
J. F. ALLEN COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$19.6M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
J.F. ALLEN COMPANY EMPLOYEE HEALTH PLAN
Mixed - BERKLEY LIFE & HEALTH INSURANCE COMPANY
Premiums$331K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J. F. ALLEN COMPANY 401(K) PROFIT SHARING PLAN | 401k | $19.6M | 374 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | J.F. ALLEN COMPANY EMPLOYEE HEALTH PLAN | Mixed | BERKLEY LIFE & HEALTH INSURANCE COMPANY | $331K | 201 | 2024 |
Retirement plans
Welfare plans