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Sponsor portfolio

JAMESTOWN MANAGEMENT

EIN 58-1745153-Latest filing 2025
Plans
2
Retirement
1
$90.2M assets
Welfare
1
$6.1M premiums
Participants
1,224
675 PONCE DE LEON AVENUE NE, 7TH FLOOR - ATLANTA, GA 30308770-805-1000
Plans on this EIN
2 filings
#001401k-$90.2M - 745 part#501Fully Insured-$6.1M - 651 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 651 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Other$380K
  • Dental$355K
  • Life$283K
  • Long-term disability$283K
  • Short-term disability$160K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • EYEMED VISION CARE1%
Total $6.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • IRONWOOD BENEFITS ADVISORY SERVICES1%
Total $286K2 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

JAMESTOWN 401(K) PLAN

401k

Assets$90.2M
Participants745
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAMESTOWN MANAGEMENT CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$6.1M
Covered lives651
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JAMESTOWN 401(K) PLAN401k$90.2M7452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAMESTOWN MANAGEMENT CORPORATION HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$6.1M6512025
Retirement plans
Welfare plans
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