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Sponsor portfolio

JAMES G. PARKER INSURANCE ASSOCIATES

EIN 94-2494444-insurance-Latest filing 2025
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$182K premiums
Participants
577
1753 E. FIR - FRESNO, CA 93720559-241-7700jgparker.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#002401k-$17.3M - 234 part#503Fully Insured-$182K - 343 lives

Benefits portfolio analytics

1 plan / $182K premiums / 343 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$89K
  • Life$82K
  • Long-term disability$35K
  • Other$30K
  • Vision$25K
  • Dental$10K
  • +2 more
Total $182K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY52%
  • AMERITAS LIFE INSURANCE CORP.19%
  • AFLAC16%
  • ANTHEM LIFE INSURANCE COMPANY12%
  • BENEFIT AND RISK MANAGEMENT SERVICES0%
Total $182K5 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • JAMES G. PARKER INSURANCE64%
  • MARISOL MANDOZA24%
  • ILIC-STONE INS SERVICES INC5%
  • JOSEPH LINVILLE3%
  • JODIE BOHNER2%
  • +1 more
Total $6K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN

401k

Assets$17.3M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

JAMES G. PARKER INSURANCE ASSOCIATES GROUP HEALTH & DENTAL INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$182K
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JAMES G. PARKER INSURANCE ASSOCIATES EMPLOYEES 401K PLAN401k$17.3M2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503JAMES G. PARKER INSURANCE ASSOCIATES GROUP HEALTH & DENTAL INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$182K3432025
Retirement plans
Welfare plans
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