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Sponsor portfolio

J29, INC.

EIN 82-3034009-management consulting-Latest filing 2025
Plans
2
Retirement
1
$525K assets
Welfare
1
$42K premiums
Participants
315
1111 BENFIELD BLVD, SUITE 114 - MILLERSVILLE, MD 21108631-413-2780j29inc.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$525K - 72 part#501Fully Insured-$42K - 240 lives

Benefits portfolio analytics

1 plan / $42K premiums / 240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$29K
  • Life$13K
  • Other$13K
Total $42K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $42K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PALOMAR INSURANCE CORPORATION100%
Total $6K1 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

J29, INC. 401(K) PLAN

401k

Assets$525K
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J29, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$42K
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J29, INC. 401(K) PLAN401k$525K722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J29, INC. EMPLOYEE BENEFITS PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$42K2402025
Retirement plans
Welfare plans
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