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Sponsor portfolio

JAY-BEE OIL & GAS, INC.

EIN 55-0738862-Latest filing 2025
Plans
5
Retirement
1
$1.4M assets
Welfare
4
$1.5M premiums
Participants
570
23 EGANFUSKEE STREET, SUITE 126 - JUPITER, FL 33477908-686-1493
Plans on this EIN
5 filings
#001401k-$1.4M - 120 part#501Fully Insured-$1.4M - 103 lives#502Fully Insured-$49K - 176 lives#506Fully Insured-$32K - 121 lives#504Fully Insured-$13K - 121 lives

Benefits portfolio analytics

4 plans / $1.5M premiums / 521 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$49K
  • Short-term disability$32K
  • Life$13K
  • Other$13K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNITED CONCORDIA INSURANCE COMPANY3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • USI INSURANCE SERVICES LLC98%
  • ASSUREDPARTNERS2%
Total $63K2 slices

Plan deep-dives

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

JAY-BEE OIL & GAS, INC. 401K PLAN

401k

Assets$1.4M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAY-BEE OIL AND GAS, INC WELFARE BENEFITS PLAN MEDICAL

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.4M
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JAY-BEE OIL AND GAS, INC. WELFARE BENEFITS PLAN DENTAL

Fully Insured - UNITED CONCORDIA INSURANCE COMPANY

Premiums$49K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

JAY-BEE OIL AND GAS, INC. WELFARE BENEFITS PLAN STD

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$32K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

JAY-BEE OIL AND GAS, INC. WELFARE BENEFITS PLAN LIFE, ACCIDENT, CRITICAL ILLNESS, INDEMNITY

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$13K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JAY-BEE OIL & GAS, INC. 401K PLAN401k$1.4M1202024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAY-BEE OIL AND GAS, INC WELFARE BENEFITS PLAN MEDICALFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.4M1032025
502JAY-BEE OIL AND GAS, INC. WELFARE BENEFITS PLAN DENTALFully InsuredUNITED CONCORDIA INSURANCE COMPANY$49K1762025
506JAY-BEE OIL AND GAS, INC. WELFARE BENEFITS PLAN STDFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$32K1212025
504JAY-BEE OIL AND GAS, INC. WELFARE BENEFITS PLAN LIFE, ACCIDENT, CRITICAL ILLNESS, INDEMNITYFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$13K1212025
Retirement plans
Welfare plans
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