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  2. J & M TANK LINES, INC.
Sponsor portfolio

J & M TANK LINES, INC.

EIN 58-1362734-Transportation and Warehousing-Latest filing 2024
Plans
3
Retirement
1
$6.7M assets
Welfare
2
$616K premiums
Participants
1,119
1100 CORPORATE PARKWAY - BIRMINGHAM, AL 35242205-876-1902
Plans on this EIN
3 filings
#001401k-$6.7M - 415 part#502Fully Insured-$467K - 427 lives#501Mixed-$149K - 299 lives

Benefits portfolio analytics

2 plans / $616K premiums / 726 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$336K
  • Life$226K
  • Dental$128K
  • Short-term disability$112K
  • Vision$21K
  • Long-term disability$19K
Total $616K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $616K1 slice

Broker market share

Schedule A broker compensation

Split broker
64%top
  • OAKBRIDGE INSURANCE AGENCY, LLC64%
  • A2 HOLDINGS, LLC29%
  • A2 HOLDINGS DBA A2 BENEFITS8%
Total $107K3 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 & M GROUP 401(K) PLAN

401k

Assets$6.7M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

J & M TANK LINES, INC LIFE INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$467K
Covered lives427
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

J & M TANK LINES, INC. EMPLOYEE HEALTH BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$149K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J & M GROUP 401(K) PLAN401k$6.7M4152024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502J & M TANK LINES, INC LIFE INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$467K4272024
501J & M TANK LINES, INC. EMPLOYEE HEALTH BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$149K2992024
Retirement plans
Welfare plans
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