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Sponsor portfolio

JJE CAPITAL HOLDINGS, INC.

EIN 82-3094078-investment management-Latest filing 2025
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$9.2M premiums
Participants
3,380
3850 FERNANDINA ROAD - COLUMBIA, SC 29210803-567-6400jjech.comLinkedIn501-1000 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$23.3M - 1,919 part#510Fully Insured-$9.2M - 1,449 lives

Benefits portfolio analytics

1 plan / $9.2M premiums / 1,449 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.3M
  • Dental$8.3M
  • Vision$8.3M
  • Prescription drug$8.3M
  • Other$888K
  • Life$833K
  • +2 more
Total $9.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $9.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • AP BENEFIT ADVISORS, LLC89%
  • FMLASOURCE INC6%
  • MULTIPLE BROKERS (SEE APPENDIX)2%
  • VARIOUS - SEE ATTACHED2%
Total $434K4 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

JJE CAPITAL HOLDINGS, LLC 401(K) PLAN

401k

Assets$23.3M
Participants1,919
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

JJE CAPITAL HOLDINGS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$9.2M
Covered lives1,449
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JJE CAPITAL HOLDINGS, LLC 401(K) PLAN401k$23.3M1,9192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510JJE CAPITAL HOLDINGS, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$9.2M1,4492025
Retirement plans
Welfare plans
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