Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$399K
- Long-term disability$357K
- Dental$259K
- Vision$259K
- Life$259K
- Short-term disability$32K
- +1 more
Filings through .
J & D Acquisitions, Inc.
EIN 73-1351304Retail TradeLatest filing 2025
Plans
2
Retirement
1
$23.3M assets
Health & Benefits
1
$788K premiums
Participants
1,414
9809 S MEMORIAL DRIVE - TULSA, OK 74133918-317-7351
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $788K premiums / 531 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
JIM NORTON 401(K) PROFIT SHARING PLAN
401(k)
Assets$23.3M
Participants883
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
JIM NORTON TOYOTA WELFARE BENEFIT PLAN
Fully insured - AMERICAN FIDELITY ASSURANCE COMPANY
Premiums$788K
Covered lives531
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JIM NORTON 401(K) PROFIT SHARING PLAN | 401(k) | $23.3M | 883 | 2025 |
- #003 · 401(k) · 2025883
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | JIM NORTON TOYOTA WELFARE BENEFIT PLAN | Fully insured | AMERICAN FIDELITY ASSURANCE COMPANY | $788K | 531 | 2025 |
- #505 · Fully insured · AMERICAN FIDELITY ASSURANCE COMPANY · 2025531
Retirement plans
Health & Benefits plans