Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$699K
- Prescription drug$699K
- Life$153K
- Short-term disability$153K
- Long-term disability$153K
- Other$153K
- +2 more
Sponsor portfolio
JAMES EDWARD AND COMPANIES, INC.
EIN 76-0438110consumer servicesLatest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$1000K premiums
Participants
840
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1000K premiums / 374 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
- UNITED OF OMAHA LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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
JAMES EDWARD & COMPANIES, INC. 401(K) PLAN
401k
Assets$9.2M
Participants466
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
JAMES EDWARD AND COMPANIES, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1000K
Covered lives374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES EDWARD & COMPANIES, INC. 401(K) PLAN | 401k | $9.2M | 466 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | JAMES EDWARD AND COMPANIES, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1000K | 374 | 2025 |
Retirement plans
Welfare plans