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  2. JAMES M. PLEASANTS COMPANY, INC.
Sponsor portfolio

JAMES M. PLEASANTS COMPANY, INC.

EIN 56-0797189-Latest filing 2025
Plans
3
Retirement
2
$105.2M assets
Welfare
1
$482K premiums
Participants
723
PO BOX 16706 - GREENSBORO, NC 27416336-378-9911
Plans on this EIN
3 filings
#002ESOP-$89.5M - 210 part#003401k-$15.7M - 257 part#501Fully Insured-$482K - 480 lives

Retirement portfolio analytics

2 plans aggregated / $105.2M assets / 467 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • EMPLOYEE STOCK OWNERSHIP (#002)85%
  • INC. EMPLOYEES' 401(K) (#003)15%
Total $105.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES' 401(K) (#003)257
  • EMPLOYEE STOCK OWNERSHIP (#002)210
Total 467Click row to drill in

Benefits portfolio analytics

1 plan / $482K premiums / 480 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$206K
  • Other$124K
  • Short-term disability$81K
  • Life$79K
  • Long-term disability$61K
  • Vision$24K
Total $482K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • BLUE CROSS OF CALIFORNIA0%
Total $482K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $90K1 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

JAMES M. PLEASANTS COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$89.5M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JAMES M. PLEASANTS COMPANY, INC. EMPLOYEES' 401(K) PLAN

401k

Assets$15.7M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAMES M. PLEASANTS COMPANY, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$482K
Covered lives480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JAMES M. PLEASANTS COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$89.5M2102024
003JAMES M. PLEASANTS COMPANY, INC. EMPLOYEES' 401(K) PLAN401k$15.7M2572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAMES M. PLEASANTS COMPANY, INC. EMPLOYEE BENEFITS PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$482K4802025
Retirement plans
Welfare plans
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