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Sponsor portfolioWelfare / HealthEIN 56-2021623

JORDAN LUMBER & SUPPLY, INC.

PO BOX 98 · MT GILEAD, NC 27306
9104398140
Plans filed
1
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$740K
No prior year
Persons covered
858
No prior year
Total participants
462
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$740K
JORDAN LUMBER EMPLOYEE BENEFITS PLAN
Mixed858 covered·3 carriers
Primary: AMERITAS LIFE INSURANCE CORP

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$487K50.0%
Dental$253K26.0%
Life$234K24.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
D
$253K34.2%11858
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$253K34.1%16155
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
LOth
$234K31.6%11461

Broker overview

17 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCAMERITAS LIFE INSURANCE CORP, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY$72K$5K$77K71.1%1
GLENN ZIMMERMAN INCGIBSONVILLE, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$21K$3K$24K22.1%1
BENEFITS COUNT INCRALEIGH, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$217$2K1.6%1
GRIMES INSURANCE LLCFAYETTEVILLE, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$750$918$2K1.5%1
DEBRA ANN FORMANFUQUA VARINE, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$991$500$1K1.4%1
NANCY Y BELLGREENSBORO, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$0$1K1.0%1
SWIDPRO LLCRALEIGH, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$647$0$6470.6%1
Z3 ENTERPRISES INCTRINITY, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$182$0$1820.2%1
DAVID MASON DOKELLMOORESVILLE, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$162$0$1620.1%1
INSYNC BENEFITS INCCORNELIUS, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$134$0$1340.1%1
STATE EMPLOYEE BENEFITS LLCHOPE MILLS, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$96$37$1330.1%1
BARRETT L PATTERSONRALEIGH, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$129$0$1290.1%1
MAY WAY OF WAKE COUNTY INCRALEIGH, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$88$0$880.1%1
H FLETCHER RIFFEYGREENSBORO, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$52$0$520.0%1
JASON DOUGLAS WISERALEIGH, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$18$0$180.0%1
ACCRETIVE GLOBAL INSURANCE SERVICESHOLLY SPRINGS, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2$0$20.0%1
BRIAN FLANNERYCLAYTON, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2$0$20.0%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
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