# JJE CAPITAL HOLDINGS, INC. HEALTH AND WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **JJE CAPITAL HOLDINGS, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | JJE CAPITAL HOLDINGS, INC. |
| EIN | 823094078 |
| Plan number | 510 |
| Plan year | 2025 |
| Location | COLUMBIA, SC |
| Industry | investment management |
| Funding | fully insured |
| Total premiums | $9.2M |
| Participants | 1,461 |
| Persons covered | 1,449 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BCBS OF SOUTH CAROLINA | Health, Rx, Dental, Vision |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, STD, LTD, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |

## Brokers

| Broker | Placed with |
|---|---|
| AP BENEFIT ADVISORS, LLC | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA |
| AP BENEFIT ADVISORS, LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| FMLASOURCE INC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| MULTIPLE BROKERS (SEE APPENDIX) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| AFLAC - SEE ATTACHMENT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/823094078-510
- Cite as: PlanOptica, https://planoptica.com/welfare/823094078-510
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