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  2. FJ MANAGEMENT INC.
Sponsor portfolioTH

FJ MANAGEMENT INC.

EIN 94-1663458-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$372.5M assets
Welfare
1
$6.3M premiums
Participants
26,960
185 SOUTH STATE STREET, SUITE 13 - SALT LAKE CITY, UT 84111801-624-1000fjmgt.comLinkedIn11-50 employeesoil & energy
Plans on this EIN
3 filings
#005401k-$278.6M - 15,777 part#003ESOP-$93.8M - 183 part#501Mixed-$6.3M - 12,236 lives

Retirement portfolio analytics

2 plans aggregated / $372.5M assets / 15,960 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • MANAGEMENT INC. 401(K) (#005)75%
  • EMPLOYEE STOCK OWNERSHIP (#003)25%
Total $372.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANAGEMENT INC. 401(K) (#005)15,777
  • EMPLOYEE STOCK OWNERSHIP (#003)183
Total 15,960Click row to drill in

Benefits portfolio analytics

1 plan / $6.3M premiums / 12,236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.3M
  • Life$5.2M
  • Short-term disability$5.2M
  • Long-term disability$5.2M
  • Vision$1.0M
Total $6.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • USABLE LIFE83%
  • AMERITAS LIFE INSURANCE CORP.16%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA1%
Total $6.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • IMA, INC.98%
  • BLUE CROSS BLUE SHIELD OF FLORIDA1%
  • DIVERSIFIED INSURANCE GROUP1%
Total $428K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

FJ MANAGEMENT INC. 401(K) PLAN

401k

Assets$278.6M
Participants15,777
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FJ MANAGEMENT INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$93.8M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FJ MANAGEMENT INC. CAFETERIA PLAN

Mixed - USABLE LIFE

Premiums$6.3M
Covered lives12,236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005FJ MANAGEMENT INC. 401(K) PLAN401k$278.6M15,7772024
003FJ MANAGEMENT INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$93.8M1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FJ MANAGEMENT INC. CAFETERIA PLANMixedUSABLE LIFE$6.3M12,2362025
Retirement plans
Welfare plans
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