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Sponsor portfolio

JORDAN FORD, LTD.

EIN 74-1042175-automotive-Latest filing 2025
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$226K premiums
Participants
331
13010 IH 35 NORTH - SAN ANTONIO, TX 78233210-477-8199jordanford.netLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#001401k-$9.5M - 203 part#501Mixed-$226K - 180 lives

Benefits portfolio analytics

1 plan / $226K premiums / 180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$165K
  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
  • Dental$48K
  • Vision$12K
Total $226K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY53%
  • BLUE CROSS OF CALIFORNIA21%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $226K5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • W. WILLIAM WORNARDT III0%
  • MARIAN K. SMITH0%
Total $35K3 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

JORDAN FORD EMPLOYEE SAVINGS PLAN

401k

Assets$9.5M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JORDAN FORD EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$226K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JORDAN FORD EMPLOYEE SAVINGS PLAN401k$9.5M2032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JORDAN FORD EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$226K1802025
Retirement plans
Welfare plans
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