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Sponsor portfolio

JOHN W. MCDOUGALL CO. , INC.

EIN 62-0435228-construction-Latest filing 2024
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$1.3M premiums
Participants
425
3731 AMY LYNN DRIVE - NASHVILLE, TN 37218615-321-3900jwmcd.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001ProfitSharing-$8.8M - 295 part#501Fully Insured-$1.3M - 169 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$192K
  • Vision$192K
  • Life$192K
  • Short-term disability$192K
  • Long-term disability$192K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • SUN LIFE ASSURANCE COMPANY OF CANADA14%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • PAUL ROUSSEL65%
  • BROWN & BROWN INSURANCE SERVICES35%
Total $92K2 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

JOHN W. MCDOUGALL CO. , INC. PROFIT SHARING AND

ProfitSharing

Assets$8.8M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOHN W. MCDOUGALL CO., INC. MEDICAL EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TENNESSEE INC.

Premiums$1.3M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOHN W. MCDOUGALL CO. , INC. PROFIT SHARING ANDProfitSharing$8.8M2952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHN W. MCDOUGALL CO., INC. MEDICAL EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF TENNESSEE INC.$1.3M1692024
Retirement plans
Welfare plans
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