PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JAMES MOORE & CO., P.L.
Sponsor portfolio

JAMES MOORE & CO., P.L.

EIN 59-3204548-accounting-Latest filing 2025
Plans
2
Retirement
1
$52.2M assets
Welfare
1
$2.7M premiums
Participants
606
5931 N.W. 1ST PL. - GAINESVILLE, FL 326072063352-378-1331jmco.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filings
#001401k-$52.2M - 352 part#501Fully Insured-$2.7M - 254 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Other$481K
  • Dental$475K
  • Vision$475K
  • Life$475K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
  • AFLAC0%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • GALLAGHER BENEFIT SERVICES, INC.87%
  • MARK S METTILLE13%
  • ROBERT L TRAPNELL JR0%
  • JENNIE MOORE HAWKINS0%
  • JEREMY C ALFORD0%
  • +3 more
Total $175K8 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

JAMES MOORE & CO., P.L. 401(K) RETIREMENT PLAN

401k

Assets$52.2M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAMES MOORE & CO., P.L. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.7M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JAMES MOORE & CO., P.L. 401(K) RETIREMENT PLAN401k$52.2M3522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAMES MOORE & CO., P.L. WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.7M2542024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica