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Sponsor portfolio

LLOYD JONES CONSTRUCTION, INC.

EIN 59-2999022-Construction-Latest filing 2025
Plans
3
Retirement
2
$2.6M assets
Welfare
1
$217K premiums
Participants
400
2131 WALLACE FAMILY ROAD - KINSTON, NC 28501252-520-7592
Plans on this EIN
3 filings
#001401k-$2.2M - 144 part#002401k-$441K - 90 part#501Mixed-$217K - 261 lives

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 234 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • ELECTRICAL COMPANY 401(K) (#001)83%
  • 401(K) PLAN 2 (#002)17%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ELECTRICAL COMPANY 401(K) (#001)144
  • 401(K) PLAN 2 (#002)90
Total 234Click row to drill in

Benefits portfolio analytics

1 plan / $217K premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$217K
  • Vision$217K
  • Life$217K
  • Short-term disability$217K
  • Long-term disability$217K
  • Other$217K
Total $217K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $217K1 slice

Broker market share

Schedule A broker compensation

Split broker
64%top
  • MCGRIFF INSURANCE SERVICES INC64%
  • UNITED PRODUCERS GROUP LLC36%
Total $43K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LJ ELECTRICAL COMPANY 401(K) PLAN

401k

Assets$2.2M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LJ ELECTRICAL COMPANY 401(K) PLAN 2

401k

Assets$441K
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LLOYD JONES CONSTRUCTION, INC. HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$217K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LJ ELECTRICAL COMPANY 401(K) PLAN401k$2.2M1442025
002LJ ELECTRICAL COMPANY 401(K) PLAN 2401k$441K902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LLOYD JONES CONSTRUCTION, INC. HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$217K2612025
Retirement plans
Welfare plans
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