PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BROWN JORDAN INC.
Sponsor portfolioTH

BROWN JORDAN INC.

EIN 63-1127982-retail-Latest filing 2025
Plans
2
Retirement
1
$39.1M assets
Welfare
1
$539K premiums
Participants
1,224
475 WEST TOWN PLACE, SUITE 200 - ST. AUGUSTINE, FL 32092904-495-0717brownjordaninc.comLinkedIn501-1000 employeesretail
Plans on this EIN
2 filings
#001401k-$39.1M - 788 part#503Mixed-$539K - 473 lives

Benefits portfolio analytics

1 plan / $539K premiums / 473 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$359K
  • Life$245K
  • Short-term disability$245K
  • Long-term disability$245K
  • Dental$151K
  • Vision$29K
Total $539K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • AFLAC66%
  • DELTA DENTAL OF CALIFORNIA28%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $539K4 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • MERCER HEALTH AND BENEFITS, LLC70%
  • MARSH & MCLENNAN AGENCY LLC28%
  • REUBEN WARNER ASSOCIATES, INC.1%
  • MCGRIFF INSURANCE SERVICES INC1%
Total $87K4 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

BROWN JORDAN INC. 401(K) PLAN

401k

Assets$39.1M
Participants788
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BROWN JORDAN INC. FLEXIBLE BENEFITS PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$539K
Covered lives473
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROWN JORDAN INC. 401(K) PLAN401k$39.1M7882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BROWN JORDAN INC. FLEXIBLE BENEFITS PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$539K4732025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica