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Sponsor portfolioWelfare / HealthEIN 44-0538292
CHARLES D. JONES & CO.
4400 NW 41ST STREET · RIVERSIDE, MO 64150
8165613761
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
216
No prior year
Total participants
194
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 |
|---|---|---|---|
| Health | $2.3M | 94.6% | |
| Dental | $71K | 2.9% | |
| Life | $52K | 2.1% | |
| Vision | $9K | 0.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 431257251 | H | $2.3M | 94.6% | 1 | 1 | 216 |
EIN 430908349 | D | $71K | 2.9% | 1 | 1 | 194 |
EIN 930242990 | L | $52K | 2.1% | 1 | 1 | 191 |
EIN 202170251 | V | $9K | 0.4% | 1 | 1 | 162 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BOSTON, MA | ADVANTICA INSURANCE COMPANY, DELTA DENTAL OF MISSOURI, BLUE CROSS AND BLUE SHIELD OF KANSAS CITY, STANDARD INSURANCE COMPANY | $106K | $10K | $115K | 100.0% | 1 |
History & trajectory
11 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