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Sponsor portfolioTH

THE JONES COMPANY

EIN 58-1484387-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$1.8M premiums
Participants
424
201 PENDLETON STREET - WAYCROSS, GA 31501912-283-1661
Plans on this EIN
2 filings
#001401k-$10.9M - 220 part#501Fully Insured-$1.8M - 204 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$231K
  • Vision$231K
  • Life$231K
  • Short-term disability$231K
  • Long-term disability$231K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • SUN LIFE ASSURANCE COMPANY OF CANADA13%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • PARTNERS BENEFIT GROUP LLC91%
  • JAMES R NELLIGAN & ASSOCIATES LLC9%
Total $127K2 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

THE JONES COMPANY PROFIT SHARING PLAN

401k

Assets$10.9M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE JONES COMPANY WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE JONES COMPANY PROFIT SHARING PLAN401k$10.9M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE JONES COMPANY WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M2042024
Retirement plans
Welfare plans
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