Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$269K
- Vision$269K
- Life$269K
- Short-term disability$269K
- Long-term disability$269K
- Other$269K
Sponsor portfolio
JON WAYNE HEATING & AIR CONDITIONING, LTD.
EIN 74-3018497ConstructionLatest filing 2024
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$269K premiums
Participants
520
9272 US HIGHWAY 87E - SAN ANTONIO, TX 78263210-293-6700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $269K premiums / 228 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JON WAYNE HEATING & AIR CONDITIONING, LTD. 401(K) PLAN
401k
Assets$3.6M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JON WAYNE SERVICE COMPANY BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$269K
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JON WAYNE HEATING & AIR CONDITIONING, LTD. 401(K) PLAN | 401k | $3.6M | 292 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JON WAYNE SERVICE COMPANY BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $269K | 228 | 2024 |
Retirement plans
Welfare plans