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Sponsor portfolio

JAMISON SERVICES INC

EIN 57-1143223-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$1.2M premiums
Participants
420
3470 WILSHIRE BOULEVARD, SUITE 700 - LOS ANGELES, CA 90010213-365-5000
Plans on this EIN
2 filings
#001401k-$6.5M - 272 part#501Fully Insured-$1.2M - 177 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Life$14K
  • Other$14K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • CALIFORNIA PHYSICIANS SERVICE99%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
  • BLUE CROSS OF CALIFORNIA0%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • EDGEWOOD PARTNERS INSURANCE CENTER76%
  • REUBEN WARNER ASSOCIATES, INC.24%
Total $90K2 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

JAMISON SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$6.5M
Participants272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAMISON SERVICES INC WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIAN'S SERVICE

Premiums$1.2M
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JAMISON SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST401k$6.5M2722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAMISON SERVICES INC WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIAN'S SERVICE$1.2M1772025
Retirement plans
Welfare plans
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