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Sponsor portfolioWelfare / HealthEIN 73-1351304

J & D ACQUISITIONS, INC.

d/b/a JIM NORTON TOYOTA
9809 S. MEMORIAL DR. · TULSA, OK 74133
9182506888
Plans filed
1
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$788K
No prior year
Persons covered
531
No prior year
Total participants
531
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$788K
JIM NORTON TOYOTA WELFARE BENEFIT PLAN
Fully insured531 covered·2 carriers
Primary: AMERICAN FIDELITY ASSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$399K25.2%
Long-term disability$357K22.6%
Dental$259K16.4%
Vision$259K16.4%
Life$259K16.4%
Short-term disability$32K2.0%
Health$13K0.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERICAN FIDELITY ASSURANCE COMPANY
EIN 730714500
HSTDLTDOth
$529K67.1%15294
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLOth
$259K32.9%11531

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDTULSA, OKSUN LIFE ASSURANCE COMPANY OF CANADA$18K$5K$23K35.9%1
BENEFIT RESOURCES, INC.TULSA, OKAMERICAN FIDELITY ASSURANCE COMPANY$23K$0$23K35.3%1
ASSURANCE AGENCY LTDOKLAHOMA CITY, OKAMERICAN FIDELITY ASSURANCE COMPANY$17K$0$17K25.9%1
OKLA AUTOMOBILE DEALERSOKLAHOMA CITY, OKAMERICAN FIDELITY ASSURANCE COMPANY$0$2K$2K2.8%1
OKLAHOMA AUTOMOBILE DEALERSOKLAHOMA CITY, OKAMERICAN FIDELITY ASSURANCE COMPANY$0$135$1350.2%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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