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Sponsor portfolio

JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C.

EIN 81-0348775-accounting-Latest filing 2025
Plans
2
Retirement
1
$31.9M assets
Welfare
1
$1.3M premiums
Participants
269
501 PARK DR S - GREAT FALLS, MT 594051880406-761-2820LinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$31.9M - 169 part#503Fully Insured-$1.3M - 165 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Prescription drug$1.2M
  • Other$56K
  • Life$21K
  • Long-term disability$19K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • MARK LOPEZ6%
Total $56K2 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

JCCS, PC 401K PROFIT SHARING PLAN & TRUST

401k

Assets$31.9M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

JCCS, PC LIFE & LONG TERM DISABILITY

Fully Insured - BLUE CROSS BLUE SHIELD OF MONTANA

Premiums$1.3M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JCCS, PC 401K PROFIT SHARING PLAN & TRUST401k$31.9M1692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503JCCS, PC LIFE & LONG TERM DISABILITYFully InsuredBLUE CROSS BLUE SHIELD OF MONTANA$1.3M1652024
Retirement plans
Welfare plans
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