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Sponsor portfolio

E.W. JAMES AND SON, INC.

EIN 61-1028712-retail-Latest filing 2025
Plans
3
Retirement
2
$2.2M assets
Welfare
1
$67K premiums
Participants
555
705 E. REELFOOT AVE, SUITE 3 - UNION CITY, TN 38261731-885-0601LinkedIn201-500 employeesretail
Plans on this EIN
3 filings
#002401k-$2.1M - 241 part#001ESOP-$52K - 219 part#501Fully Insured-$67K - 95 lives

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 460 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • SONS, INC. 401(K) (#002)98%
  • & STOCK OWNERSHIP (#001)2%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SONS, INC. 401(K) (#002)241
  • & STOCK OWNERSHIP (#001)219
Total 460Click row to drill in

Benefits portfolio analytics

1 plan / $67K premiums / 95 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$40K
  • Dental$40K
  • Vision$40K
  • Life$27K
  • Short-term disability$27K
Total $67K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY59%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY41%
Total $67K2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • STREAMLINE ENTERPRISES LLC69%
  • GIS BENEFITS INC31%
Total $12K2 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

E.W. JAMES & SONS, INC. 401(K) PLAN

401k

Assets$2.1M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLAN

ESOP

Assets$52K
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

E.W. JAMES AND SON, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMP

Premiums$67K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002E.W. JAMES & SONS, INC. 401(K) PLAN401k$2.1M2412024
001E.W. JAMES & SONS, INC. EMPLOYEE PROFIT SHARING & STOCK OWNERSHIP PLANESOP$52K2192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501E.W. JAMES AND SON, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMP$67K952025
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