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Sponsor portfolio

JD YOUNG COMPANY, INC.

EIN 73-0628766-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$1.1M premiums
Participants
248
116 WEST 3RD STREET - TULSA, OK 74103918-582-9955
Plans on this EIN
2 filings
#002401k-$11.1M - 150 part#501Fully Insured-$1.1M - 167 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 167 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Health$994K
  • Dental$63K
  • Life$52K
  • Long-term disability$52K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • COMMUNITY CARE90%
  • DELTA DENTAL OF CALIFORNIA6%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY5%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $48K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JD YOUNG COMPANY, INC. 401(K) RETIREMENT PLAN

401k

Assets$11.1M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J.D. YOUNG COMPANY WELFARE BENEFITS PLAN

Fully Insured - COMMUNITYCARE

Premiums$1.1M
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JD YOUNG COMPANY, INC. 401(K) RETIREMENT PLAN401k$11.1M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J.D. YOUNG COMPANY WELFARE BENEFITS PLANFully InsuredCOMMUNITYCARE$1.1M1672024
Retirement plans
Welfare plans
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