Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$241K
- Vision$241K
- Life$241K
- Short-term disability$241K
- +2 more
Sponsor portfolio
JONES, EDMUNDS & ASSOCIATES, INC.
EIN 59-1533071Latest filing 2025
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$2.0M premiums
Participants
278
13545 PROGRESS BOULEVARD SUITE 100 - ALACHUA, FL 32615352-377-5821
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 270 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- PRINCIPAL LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
91%top
- WILLIS TOWERS WATSON US LLC91%
- APEX INSURANCE ADVISORS INC.9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JONES EDMUNDS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.4M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
JONES, EDMUNDS AND ASSOCIATES WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$2.0M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JONES EDMUNDS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.4M | 130 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | JONES, EDMUNDS AND ASSOCIATES WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $2.0M | 270 | 2025 |
Retirement plans
Welfare plans