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Sponsor portfolio

JON M. HALL COMPANY, LLC

EIN 59-1748765-construction-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$2.1M premiums
Participants
487
1400 MARTIN LUTHER KING JR BLVD - SANFORD, FL 32771407-215-0410jonmhallcompany.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#002401k-$5.9M - 189 part#501Fully Insured-$2.1M - 298 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Life$213K
  • Short-term disability$213K
  • Long-term disability$213K
  • Other$213K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • BLUE CROSS OF CALIFORNIA71%
  • UPMC HEALTH OPTIONS14%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • HUMANA INSURANCE COMPANY6%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • BROWN & BROWN INSURANCE SERVICES90%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC9%
  • WEB BENEFITS DESIGN CORPORATION1%
Total $102K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JON M. HALL COMPANY, LLC 401(K) PLAN

401k

Assets$5.9M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JON M. HALL COMPANY, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.1M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JON M. HALL COMPANY, LLC 401(K) PLAN401k$5.9M1892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JON M. HALL COMPANY, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.1M2982025
Retirement plans
Welfare plans
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