PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. FTDM INVESTMENTS, LLC

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 81-1331329

FTDM INVESTMENTS, LLC

d/b/a JER-CO INDUSTRIES
14302 SOUTH 442 ROAD · LOCUST GROVE, OK 74352
9185983430
Plans filed
1
Years active
2024–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$709K
No prior year
Persons covered
144
No prior year
Total participants
106
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$709K
FTDM INVESTMENTS, LLC DBA JER-CO INDUSTRIES HEALTH AND WELFARE PLAN
Fully insured144 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF OKLAHOMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$552K36.5%
Prescription drug$552K36.5%
Life$84K5.5%
Short-term disability$84K5.5%
Long-term disability$84K5.5%
Other$84K5.5%
Dental$58K3.8%
Vision$16K1.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$552K77.9%11144
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$84K11.8%11106
DELTA DENTAL OF CALIFORNIA
EIN 237322578
D
$58K8.1%1173
VISION SERVICE PLAN
EIN 061227840
V
$16K2.2%1142

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BANCFIRST INSURANCE SERVICES, INC.TULSA, OKDELTA DENTAL, BLUECROSS BLUESHIELD OF OKLAHOMA, UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN$47K$6K$54K100.0%1

History & trajectory

2 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