Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$88K
- Life$82K
- Dental$78K
- Long-term disability$37K
Sponsor portfolioTH
HALL CAPITAL, LLC
EIN 76-0077620investment managementLatest filing 2025
Plans
6
Retirement
1
$26.9M assets
Welfare
5
$204K premiums
Participants
1,027
9225 LAKE HEFNER PARKWAY, SUITE 200 - OKLAHOMA CITY, OK 73120405-231-2400hall-capital.comLinkedIn51-200 employeesinvestment management
Benefits portfolio analytics
5 plans / $204K premiums / 578 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY60%
- DELTA DENTAL OF CALIFORNIA38%
- EMPATHIA, INC.2%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE FRED JONES GROUP SAVINGS AND PROFIT SHARING PLAN
401k
Assets$26.9M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
THE FRED JONES GROUP LIFE INSURANCE PLAN
Mewa - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$85K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
THE FRED JONES GROUP DENTAL PLAN
Mewa - DELTA DENTAL
Premiums$78K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE FRED JONES GROP LONG TERM DISABILITY PLAN
Mewa - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$37K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
THE FRED JONES GROUP EMPLOYEE ASSISTANCE PROGRAM
Mewa - EMPATHIA PACIFIC, INC.
Premiums$3K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
THE FRED JONES GROUP HEALTH & DISABILITY PLAN
Mewa
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE FRED JONES GROUP SAVINGS AND PROFIT SHARING PLAN | 401k | $26.9M | 214 | 2024 |
Welfare plans5
| 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 |
Retirement plans
Welfare plans