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Sponsor portfolio

JOLLY ROOFING AND CONTRACTING CO., INC.

EIN 62-1624798-construction-Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$1.6M premiums
Participants
422
711 CHANEY COVE - COLLIERVILLE, TN 38017901-854-5393jollyroofing.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$3.3M - 254 part#501Fully Insured-$1.6M - 298 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Life$136K
  • Short-term disability$136K
  • Other$136K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • HARRY STANSBURY79%
  • HUB INTERNATIONAL MIDWEST LIMITED11%
  • BRAD DACUS4%
  • GASPARD EMPLOYEE BENEFITS LLC2%
  • ANN HENRY CONSULTING LLC1%
  • +3 more
Total $118K8 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

JOLLY ROOFING 401(K) PLAN

401k

Assets$3.3M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOLLY ROOFING AND CONTRACTING COMPANY, INC. HEALTH & WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC

Premiums$1.6M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOLLY ROOFING 401(K) PLAN401k$3.3M2542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOLLY ROOFING AND CONTRACTING COMPANY, INC. HEALTH & WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC$1.6M2982025
Retirement plans
Welfare plans
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