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Sponsor portfolioWelfare / HealthEIN 52-0850711

ROY JORGENSEN ASSOCIATES INC.

PO BOX 70, 3735 BUCKEYSTOWN PIKE · BUCKEYSTOWN, MD 21717
3018311000
Plans filed
5
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
4,227
No prior year
Total participants
2,653
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #502$533K
ROY JORGENSEN ASSOCIATES INC. AND RELATED COMPANIES LTD AND GROUP LIFE PLAN
Fully insured1,278 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$314K
ROY JORGENSEN ASSOCIATES INC. AND RELATED COMPANIES GROUP HEALTH PLAN
Mixed1,278 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #506$102K
ROY JORGENSEN ASSOCIATES INC. CRITICAL ILLNESS PLAN
Fully insured393 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #504$58K
ROY JORGENSEN ASSOCIATES INC. VISION PLAN
Fully insured1,278 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #505$0
ROY JORGENSEN ASSOCIATES INC. FSA
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$635K30.6%
Life$533K25.7%
Long-term disability$533K25.7%
Dental$314K15.2%
Vision$58K2.8%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLLTDOth
$1.0M100.0%444,227

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCNEWARK, NJMETROPOLITAN LIFE INSURANCE COMPANY$121K$21K$142K57.0%4
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$49K$10K$58K23.5%3
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXMETROPOLITAN LIFE INSURANCE COMPANY$0$49K$49K19.6%3

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
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