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  2. James M. Pleasants Company, Inc.
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Filings through Oct 24, 2026.

James M. Pleasants Company, Inc.

EIN 56-0797189-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$112.9M assets
Health & Benefits
1
$482K premiums
Participants
780
PO BOX 16706 - GREENSBORO, NC 27416336-378-9911
Plans on this EIN
3 filings
#002ESOP-$94.2M - 231 part#003401(k)-$18.7M - 293 part#501Fully insured-$482K - 480 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $112.9M assets / 524 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$94.2M
  • INC. EMPLOYEES' 401(K) (#003)$18.7M
Total $112.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES' 401(K) (#003)293
  • EMPLOYEE STOCK OWNERSHIP (#002)231
Total 524Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

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

ESOP

Assets$94.2M
Participants231
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

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

401(k)

Assets$18.7M
Participants293
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

JAMES M. PLEASANTS COMPANY, INC. EMPLOYEE BENEFITS PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$482K
Covered lives480
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002JAMES M. PLEASANTS COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$94.2M2312025
#003JAMES M. PLEASANTS COMPANY, INC. EMPLOYEES' 401(K) PLAN401(k)$18.7M2932025
  • JAMES M. PLEASANTS COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN$94.2M
    #002 · ESOP · 2025231
  • JAMES M. PLEASANTS COMPANY, INC. EMPLOYEES' 401(K) PLAN$18.7M
    #003 · 401(k) · 2025293

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501JAMES M. PLEASANTS COMPANY, INC. EMPLOYEE BENEFITS PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$482K4802025
  • JAMES M. PLEASANTS COMPANY, INC. EMPLOYEE BENEFITS PLAN$482K
    #501 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025480
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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