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Sponsor portfolio

J.T. RUSSELL AND SONS, INC.

EIN 56-0858771-Construction-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$1.3M premiums
Participants
328
PO BOX 670, 221 SNUGGS STREET - ALBERMARLE, NC 28001704-982-2225
Plans on this EIN
2 filings
#001401k-$6.4M - 187 part#501Fully Insured-$1.3M - 189 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Health$1.0M
  • Prescription drug$1.0M
  • Life$295K
  • Dental$235K
  • Short-term disability$235K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • BLUE CROSS OF CALIFORNIA77%
  • PRINCIPAL LIFE INSURANCE COMPANY17%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • COMMUNITY EYE CARE2%
  • USABLE LIFE1%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • MARSH & MCLENNAN AGENCY LLC39%
  • MCGRIFF INSURANCE SERVICES INC28%
  • MOSAIC GROUP SERVICES15%
  • THE BENEFIT COMPANY INC11%
  • BURCHFIELD INSURANCE GROUP INC1%
  • +3 more
Total $76K8 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

J. T. RUSSELL AND SONS, INC. PROFIT SHARING PLAN

401k

Assets$6.4M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J. T. RUSSELL & SONS, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.3M
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J. T. RUSSELL AND SONS, INC. PROFIT SHARING PLAN401k$6.4M1872025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J. T. RUSSELL & SONS, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.3M1892025
Retirement plans
Welfare plans
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