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Sponsor portfolio

JONES BROS CONTRACTORS, LLC

EIN 62-1624149-construction-Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$2.5M premiums
Participants
1,350
1010 PLEASANT GROVE PLACE, SUITE 300 - MT. JULIET, TN 37122615-864-7388LinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#001401k-$17.7M - 835 part#501Mixed-$2.5M - 836 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 836 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.5M
  • Other$393K
  • Dental$236K
  • Short-term disability$206K
  • Long-term disability$113K
  • Vision$64K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • HCC LIFE INSURANCE COMPANY59%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY41%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • JAMES A SCOTT & SON INC87%
  • THE CASON GROUP INC13%
Total $192K2 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

JONES BROS 401(K) PLAN

401k

Assets$17.7M
Participants835
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JONES BROS CONTRACTORS, LLC WELFARE BENEFIT PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives836
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JONES BROS 401(K) PLAN401k$17.7M8352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JONES BROS CONTRACTORS, LLC WELFARE BENEFIT PLANMixedHCC LIFE INSURANCE COMPANY$2.5M8362025
Retirement plans
Welfare plans
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