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  2. CUPPLES J & J COMPANY, INC
Sponsor portfolio

CUPPLES J & J COMPANY, INC

EIN 62-1074431-machinery-Latest filing 2025
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$2.3M premiums
Participants
724
1063 WHITEHALL STREET - JACKSON, TN 38301731-424-3621cupplesjandj.comLinkedIn201-500 employeesmachinery
Plans on this EIN
2 filings
#001401k-$6.2M - 300 part#503Fully Insured-$2.3M - 424 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 424 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Short-term disability$287K
  • Life$205K
  • Long-term disability$205K
  • Other$82K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
  • UNITEDHEALTHCARE INSURANCE COMPANY13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • STREAMLINE ENTERPRISES LLC86%
  • SMITH III, ORMA R14%
Total $109K2 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

CUPPLES J & J COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$6.2M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CUPPLES J & J CO., INC. GROUP DISABILITY PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives424
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CUPPLES J & J COMPANY, INC. 401(K) PROFIT SHARING PLAN401k$6.2M3002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CUPPLES J & J CO., INC. GROUP DISABILITY PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.3M4242025
Retirement plans
Welfare plans
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