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Sponsor portfolioWelfare / HealthEIN 91-1329083

JERRY ERWIN ASSOCIATES

d/b/a JEA SENIOR LIVING
5101 NE 82ND AVENUE, SUITE 200 · VANCOUVER, WA 98662
3602549442
Plans filed
1
Years active
2017–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$15.7M
No prior year
Persons covered
4,351
No prior year
Total participants
1,468
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$15.7M
JEA SENIOR LIVING HEALTH & WELFARE PLAN, LLC
Mixed4,351 covered·4 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$15.1M93.0%
Other$624K3.8%
Short-term disability$283K1.7%
Life$230K1.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$14.8M94.2%111,991
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
HSTDOth
$618K3.9%13642
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LOth
$230K1.5%112,556
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 942649097
Oth
$59K0.4%114,351

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NFP INSURANCE SERVICES INCCHARLOTTE, NCUNITED HEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA$287K$2K$288K76.1%1
GALLAGHER BENEFIT SERVICES, INC.BIRMNINGHAM, ALMETROPOLITAN LIFE INSURANCE COMPANY$83K$7K$91K23.9%1

History & trajectory

9 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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