PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JCJ RALEIGH, LLC
Sponsor portfolio

JCJ RALEIGH, LLC

EIN 63-1284962-real estate-Latest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$1.8M premiums
Participants
712
1930 STONEGATE DRIVE - BIRMINGHAM, AL 35242205-823-9101LinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$5.2M - 298 part#501Fully Insured-$1.8M - 414 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 414 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$206K
  • Dental$152K
  • Vision$152K
  • Life$51K
  • Long-term disability$48K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • STERLING SEACREST PRITCHARD, INC.56%
  • BALDWIN KRYSTYN SHERMAN PARTNERS18%
  • THE BALDWIN GROUP WEST LLC13%
  • GIS BENEFITS INC12%
Total $53K4 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

JCJ-RALEIGH, LLC 401(K) PLAN

401k

Assets$5.2M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JCJ RALEIGH, LLC WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.8M
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JCJ-RALEIGH, LLC 401(K) PLAN401k$5.2M2982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JCJ RALEIGH, LLC WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.8M4142025
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