PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. W.M. JORDAN COMPANY, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 54-0637212

W.M. JORDAN COMPANY, INC.

11010 JEFFERSON AVENUE · NEWPORT NEWS, VA 236012717
7575966341
Plans filed
5
Years active
2016–2026
Industry
NAICS 23
Latest filing
2026
Total premiums (latest)
$593K
No prior year
Persons covered
1,333
No prior year
Total participants
1,309
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #504$235K
W. M. JORDAN COMPANY, INC. DENTAL PLAN
Fully insured507 covered·1 carrier
Primary: ANTHEM HEALTH PLANS OF VIRGINIA
Plan #503$218K
W. M. JORDAN COMPANY, INC. LIFE AND AD&D PLAN
Fully insured305 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$101K
W. M. JORDAN COMPANY, INC. LONG TERM DISABILITY PLAN
Fully insured305 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #505$40K
W. M. JORDAN COMPANY, INC. VISION PLAN
Fully insured216 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #501$0
W. M. JORDAN COMPANY, INC. GROUP HEALTH PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$235K28.9%
Life$218K26.8%
Other$218K26.8%
Long-term disability$101K12.4%
Vision$40K5.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$318K53.6%23610
ANTHEM LIFE INSURANCE COMPANY
EIN 540357120
D
$235K39.5%11507
VISION SERVICE PLAN
EIN 237089668
V
$40K6.8%11216

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE FRIEDEN AGENCY INC—UNITED OF OMAHA LIFE INSURANCE COMPANY, ANTHEM HEALTH PLANS OF VIRGINIA, VISION SERVICE PLAN$25K$2K$27K100.0%4

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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica