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Sponsor portfolio

J.M. BOZEMAN ENTERPRISES, INC.

EIN 71-0793001-Latest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$572K premiums
Participants
606
166 SELTZER LANE - MALVERN, AR 72104501-844-4060
Plans on this EIN
2 filings
#001401k-$4.2M - 296 part#501Fully Insured-$572K - 310 lives

Benefits portfolio analytics

1 plan / $572K premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$468K
  • Dental$403K
  • Vision$403K
  • Life$403K
  • Short-term disability$403K
  • Long-term disability$403K
  • +1 more
Total $572K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • METROPOLITAN LIFE INSURANCE COMPANY93%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
Total $572K2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • STEPHENS INSURANCE LLC68%
  • ASSUREDPARTNERS19%
  • ACCRETIVE ENROLLMENT SERVICES LLC13%
Total $97K3 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

J. M. BOZEMAN ENTERPRISES, INC. 401(K) PLAN

401k

Assets$4.2M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J.M. BOZEMAN ENTERPRISES, INC. WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$572K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J. M. BOZEMAN ENTERPRISES, INC. 401(K) PLAN401k$4.2M2962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J.M. BOZEMAN ENTERPRISES, INC. WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$572K3102025
Retirement plans
Welfare plans
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