Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$32K
- Long-term disability$31K
- Life$6K
Sponsor portfolio
SYMPHONA, LLP
EIN 58-2663273Latest filing 2025
Plans
2
Retirement
1
$48.5M assets
Welfare
1
$63K premiums
Participants
1,274
118 PARK OF COMMERCE DR, SUITE 200 - SAVANNAH, GA 31405912-238-1001
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $63K premiums / 122 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
89%top
- KEYSTONE INS & BNFTS GRP LLC89%
- KEYSTONE INSURANCE & BENEFITS GROUP11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JCB, INC. 401(K) RETIREMENT PLAN
401k
Assets$48.5M
Participants1,152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SYMPHONA, LLP WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$63K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JCB, INC. 401(K) RETIREMENT PLAN | 401k | $48.5M | 1,152 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SYMPHONA, LLP WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $63K | 122 | 2025 |
Retirement plans
Welfare plans