PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Jje Capital Holdings, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Jje Capital Holdings, LLC

EIN 82-3094078-investment management-Latest filing 2025
Plans
2
Retirement
1
$33.1M assets
Health & Benefits
1
$9.2M premiums
Participants
3,151
3850 FERNANDINA ROAD - COLUMBIA, SC 29210803-567-6413jjech.comLinkedIn501-1000 employeesinvestment management
Plans on this EIN
2 filings
#001401(k)-$33.1M - 1,690 part#510Fully insured-$9.2M - 1,449 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

JJE CAPITAL HOLDINGS, LLC 401(K) PLAN

401(k)

Assets$33.1M
Participants1,690
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JJE CAPITAL HOLDINGS, LLC 401(K) PLAN401(k)$33.1M1,6902025
  • JJE CAPITAL HOLDINGS, LLC 401(K) PLAN$33.1M
    #001 · 401(k) · 20251,690

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510JJE CAPITAL HOLDINGS, INC. HEALTH AND WELFARE BENEFIT PLANFully insuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$9.2M1,4492025
  • JJE CAPITAL HOLDINGS, INC. HEALTH AND WELFARE BENEFIT PLAN$9.2M
    #510 · Fully insured · BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA · 20251,449
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica