Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JM FAMILY AUTOMOTIVE LLC
EIN 59-1390794Wholesale TradeLatest filing 2024
Plans
3
Retirement
2
$2.53B assets
Welfare
1
$7.6M premiums
Participants
17,976
100 JIM MORAN BLVD - DEERFIELD BEACH, FL 334421702954-418-5250
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.53B assets / 12,832 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
67%top
- FID INV INST OPS CO67%
- (Not disclosed)33%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.6M premiums / 9,263 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$5.9M
- Long-term disability$5.9M
- Stop-loss$1.1M
- Vision$521K
- Health$6K
Carrier market share
Premium dollars by Schedule A carrier
78%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY78%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY15%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN
401k
Assets$1.71B
Participants5,274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JM FAMILY ASSOCIATES' RETIREMENT PLAN
TraditionalDB
Assets$827.5M
Participants7,558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
JM FAMILY CHOICE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$7.6M
Covered lives9,263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JM FAMILY ASSOCIATES' PROFIT SHARING AND 401(K) PLAN | 401k | $1.71B | 5,274 | 2024 | |
| 002 | JM FAMILY ASSOCIATES' RETIREMENT PLAN | TraditionalDB | $827.5M | 7,558 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | JM FAMILY CHOICE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7.6M | 9,263 | 2024 |
Retirement plans
Welfare plans