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  2. J. SPARGO & ASSOCIATES, INC.DBA
Sponsor portfolio

J. SPARGO & ASSOCIATES, INC.DBA

EIN 59-1894179-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$1.7M premiums
Participants
310
1881 CAMPUS COMMONS DRIVE, SUITE 350 - RESTON, VA 20191703-679-3958
Plans on this EIN
2 filings
#002401k-$16.3M - 177 part#502Fully Insured-$1.7M - 305 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 305 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Prescription drug$1.7M
  • Life$65K
  • Long-term disability$65K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $104K1 slice

Plan deep-dives

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

SPARGO, INC. 401(K) RETIREMENT PLAN

401k

Assets$16.3M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

J SPARGO & ASSOCIATES HEALTH AND WELFARE PLAN, DBA SPARGO, INC.

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SPARGO, INC. 401(K) RETIREMENT PLAN401k$16.3M1772025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502J SPARGO & ASSOCIATES HEALTH AND WELFARE PLAN, DBA SPARGO, INC.Fully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M3052025
Retirement plans
Welfare plans
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