PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JBC LIMITED, LLC
Sponsor portfolio

JBC LIMITED, LLC

EIN 84-2191534-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$654K premiums
Participants
356
5240 SE 82ND AVENUE - PORTLAND, OR 97266503-777-3377
Plans on this EIN
2 filings
#001401k-$5.1M - 273 part#501Fully Insured-$654K - 137 lives

Benefits portfolio analytics

1 plan / $654K premiums / 137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$539K
  • Vision$539K
  • Prescription drug$539K
  • Dental$78K
  • Other$37K
  • Life$23K
  • +2 more
Total $654K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • HEALTH NET82%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • AFLAC2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $654K5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HEFFERNAN INSURANCE BROKERS94%
  • VARIOUS - SEE ATTACHED5%
  • USI INSURANCE SERVICES LLC1%
  • BONNI C CANARY0%
  • JONATHAN BOOTH0%
Total $25K5 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

JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN

401k

Assets$5.1M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STANDARD TV AND APPLIANCE HEALTH & WELFARE PLAN

Fully Insured - HEALTH NET

Premiums$654K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN401k$5.1M2732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STANDARD TV AND APPLIANCE HEALTH & WELFARE PLANFully InsuredHEALTH NET$654K1372024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica