Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$88K
- Life$82K
- Dental$78K
- Long-term disability$37K
Filings through .
Top hat
Hall Capital, LLC
EIN 76-0077620investment managementLatest filing 2025
Plans
6
Retirement
1
$31.0M assets
Health & Benefits
5
$204K premiums
Participants
1,047
9225 LAKE HEFNER PKWY SUITE 200 - OKLAHOMA CITY, OK 73120405-231-2400hall-capital.comLinkedIn51-200 employeesinvestment management
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Benefits portfolio analytics
5 plans / $204K premiums / 578 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#001
THE FRED JONES GROUP SAVINGS AND PROFIT SHARING PLAN
401(k)
Assets$31.0M
Participants234
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
THE FRED JONES GROUP LIFE INSURANCE PLAN
Mewa - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$85K
Covered lives158
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#509
THE FRED JONES GROUP DENTAL PLAN
Mewa - DELTA DENTAL
Premiums$78K
Covered lives108
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
THE FRED JONES GROP LONG TERM DISABILITY PLAN
Mewa - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$37K
Covered lives156
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#515
THE FRED JONES GROUP EMPLOYEE ASSISTANCE PROGRAM
Mewa - EMPATHIA PACIFIC, INC.
Premiums$3K
Covered lives156
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508
THE FRED JONES GROUP HEALTH & DISABILITY PLAN
Mewa
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE FRED JONES GROUP SAVINGS AND PROFIT SHARING PLAN | 401(k) | $31.0M | 234 | 2025 |
- #001 · 401(k) · 2025234
Health & Benefits plans
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | THE FRED JONES GROUP LIFE INSURANCE PLAN | Mewa | UNITED OF OMAHA LIFE INSURANCE COMPANY | $85K | 158 | 2025 |
| #509 | THE FRED JONES GROUP DENTAL PLAN | Mewa | DELTA DENTAL | $78K | 108 | 2025 |
| #504 | THE FRED JONES GROP LONG TERM DISABILITY PLAN | Mewa | UNITED OF OMAHA LIFE INSURANCE COMPANY | $37K | 156 | 2025 |
| #515 | THE FRED JONES GROUP EMPLOYEE ASSISTANCE PROGRAM | Mewa | EMPATHIA PACIFIC, INC. | $3K | 156 | 2025 |
| #508 | THE FRED JONES GROUP HEALTH & DISABILITY PLAN | Mewa | - | $0 | 0 | 2025 |
- #506 · Mewa · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025158
- #509 · Mewa · DELTA DENTAL · 2025108
- #504 · Mewa · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025156
- #515 · Mewa · EMPATHIA PACIFIC, INC. · 2025156
- #508 · Mewa · 20250
Retirement plans
Health & Benefits plans