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Sponsor portfolioWelfare / HealthEIN 56-0858771

J.T. RUSSELL AND SONS, INC.

PO BOX 670 · ALBERMARLE, NC 28001
7049822225
Plans filed
2
Years active
2015–2026
Industry
NAICS 23
Latest filing
2026
Total premiums (latest)
$1.4M
No prior year
Persons covered
189
No prior year
Total participants
157
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.4M
J. T. RUSSELL & SONS, INC. WELFARE BENEFIT PLAN
Fully insured189 covered·5 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Plan #502$984K
J.T. RUSSELL AND SONS, INC. HEALTH PLAN
Fully insured165 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.3M29.3%
Health$1.0M23.7%
Prescription drug$1.0M23.7%
Life$295K6.7%
Dental$235K5.3%
Short-term disability$235K5.3%
Long-term disability$235K5.3%
Vision$26K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRxOth
$1.0M76.5%11165
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DLSTDLTDOth
$235K17.1%11189
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
L
$48K3.5%1144
COMMUNITY EYE CARE
EIN 562109225
V
$26K1.9%11142
USABLE LIFE
EIN 710505232
LOth
$12K0.9%11144

Broker overview

14 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCPRINCIPAL LIFE INSURANCE COMPANY, COMMUNITY EYE CARE, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$30K$0$30K39.3%1
MCGRIFF INSURANCE SERVICES INCGREENVILLE, SCPRINCIPAL LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, USABLE LIFE$20K$1K$21K28.2%1
MOSAIC GROUP SERVICESDURHAM, NCPRINCIPAL LIFE INSURANCE COMPANY$0$11K$11K15.0%1
THE BENEFIT COMPANY INCCOLUMBIA, SCPRINCIPAL LIFE INSURANCE COMPANY$613$8K$8K11.0%1
BURCHFIELD INSURANCE GROUP INCCONCORD, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$0$1K1.4%1
LINDA P COLEMANDAVIDSON, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$916$0$9161.2%1
TONI E STEED LLCHUNTERSVILLE, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$589$12$6010.8%1
BROWN & BROWN INSURANCE SERVICESDAVIDSON, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$578$0$5780.8%1
DONNA N DWYERHIGH POINT, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$441$51$4920.6%1
FRANCES LYNN MCCARTERHUNTERSVILLE, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$442$12$4540.6%1
PHILLIP MCHONEYADKINVILLE, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$378$0$3780.5%1
JONATHAN RODNEY MORRISFORT MILL, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$266$0$2660.3%1
PHIL COLEMANDAVIDSON, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$149$0$1490.2%1
JANE S WHICKERADVANCE, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$107$0$1070.1%1

History & trajectory

12 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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