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Sponsor portfolio

FTDM INVESTMENTS, LLC

EIN 81-1331329-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$709K premiums
Participants
215
14302 SOUTH 442 RD. - LOCUST GROVE, OK 74352918-598-3430
Plans on this EIN
2 filings
#001401k-$2.2M - 109 part#501Fully Insured-$709K - 144 lives

Benefits portfolio analytics

1 plan / $709K premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$552K
  • Prescription drug$552K
  • Life$84K
  • Short-term disability$84K
  • Long-term disability$84K
  • Other$84K
  • +2 more
Total $709K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • DELTA DENTAL OF CALIFORNIA8%
  • VISION SERVICE PLAN2%
Total $709K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BANCFIRST INSURANCE SERVICES, INC.100%
Total $54K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JER-CO INDUSTRIES 401(K) PLAN

401k

Assets$2.2M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FTDM INVESTMENTS, LLC DBA JER-CO INDUSTRIES HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$709K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JER-CO INDUSTRIES 401(K) PLAN401k$2.2M1092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FTDM INVESTMENTS, LLC DBA JER-CO INDUSTRIES HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$709K1442025
Retirement plans
Welfare plans
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