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
Sponsor portfolio
J & D ACQUISITIONS, INC.
EIN 73-1351304Latest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$788K premiums
Participants
1,379
9809 S. MEMORIAL DR. - TULSA, OK 74133918-250-6888
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $788K premiums / 531 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- AMERICAN FIDELITY ASSURANCE COMPANY67%
- SUN LIFE ASSURANCE COMPANY OF CANADA33%
Broker market share
Schedule A broker compensation
36%top
- HUB INTERNATIONAL MIDWEST LIMITED36%
- BENEFIT RESOURCES, INC.35%
- ASSURANCE AGENCY LTD26%
- OKLA AUTOMOBILE DEALERS3%
- OKLAHOMA AUTOMOBILE DEALERS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
JIM NORTON 401(K) PROFIT SHARING PLAN
401k
Assets$18.8M
Participants848
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
JIM NORTON TOYOTA WELFARE BENEFIT PLAN
Fully Insured - AMERICAN FIDELITY ASSURANCE COMPANY
Premiums$788K
Covered lives531
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JIM NORTON 401(K) PROFIT SHARING PLAN | 401k | $18.8M | 848 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | JIM NORTON TOYOTA WELFARE BENEFIT PLAN | Fully Insured | AMERICAN FIDELITY ASSURANCE COMPANY | $788K | 531 | 2025 |
Retirement plans
Welfare plans