Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$471K
- Health$390K
- Prescription drug$390K
- Dental$81K
- Vision$81K
- Life$81K
- +2 more
Sponsor portfolio
THE JAY GROUP LTD
EIN 56-1677448wholesaleLatest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$471K premiums
Participants
494
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $471K premiums / 110 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
Broker market share
Schedule A broker compensation
54%top
- MARSH & MCLENNAN AGENCY LLC54%
- JAMES PEW29%
- UNITED PRODUCERS GROUP LLC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE JAY GROUP, LTD. RETIREMENT SAVINGS PLAN
401k
Assets$4.8M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE JAY GROUP HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF NORTH CAROLINA
Premiums$471K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE JAY GROUP, LTD. RETIREMENT SAVINGS PLAN | 401k | $4.8M | 227 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE JAY GROUP HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF NORTH CAROLINA | $471K | 110 | 2025 |
Retirement plans
Welfare plans