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Sponsor portfolioWelfare / HealthEIN 43-1451185
FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN
d/b/a FORREST T. JONES & CO., INC
3130 BROADWAY · KANSAS CITY, MO 641112593
8169680736
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$9.0M
No prior year
Persons covered
391
No prior year
Total participants
300
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $8.7M | 96.9% | |
| Dental | $166K | 1.8% | |
| Long-term disability | $76K | 0.9% | |
| Vision | $37K | 0.4% |
Carrier overview
9 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 430949844 | L | $8.7M | 96.8% | 1 | 1 | 245 |
EIN 431257251 | D | $166K | 1.8% | 1 | 1 | 273 |
EIN 710505232 | LTD | $76K | 0.8% | 1 | 1 | 296 |
EIN 430949844 | V | $37K | 0.4% | 1 | 1 | 391 |
EIN 231503749 | $3K | 0.0% | 1 | 1 | 29 | |
EIN 590781901 | $2K | 0.0% | 1 | 1 | 6 | |
EIN 010278678 | $0 | 0.0% | 1 | 1 | 0 | |
EIN 731016728 | $0 | 0.0% | 1 | 1 | 51 | |
EIN 730714500 | $0 | 0.0% | 1 | 1 | 299 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | KANSAS CITY, MO | USABLE LIFE | $5K | $0 | $5K | 100.0% | 1 |
| EYEMED VISION CARE | — | EYEMED VISION CARE | $0 | $0 | $0 | 0.0% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan