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Form 5500 · Employee benefit plan · RIVERSIDE, MO

CHARLES D. JONES & CO.

CHARLES D. JONES & CO. of RIVERSIDE, MO files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUE CROSS AND BLUE SHIELD OF KANSAS CITY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 44-0538292 · plan 501 · as of Jul 2026

Participants
195
Carriers on file
4
Disclosed commissions
$107,070
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS AND BLUE SHIELD OF KANSAS CITYHealth213December$94,914
DELTA DENTAL OF MISSOURIDental203December$7,388
STANDARD INSURANCE COMPANYLife181December$3,802
ADVANTICA INSURANCE COMPANYVision169December$966

Questions

Who is CHARLES D. JONES & CO.'s benefits broker?

Per its most recent Form 5500 Schedule A, CHARLES D. JONES & CO.'s broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does CHARLES D. JONES & CO. use?

CHARLES D. JONES & CO.'s benefit plan is written through BLUE CROSS AND BLUE SHIELD OF KANSAS CITY, among 4 disclosed carriers.

When does CHARLES D. JONES & CO.'s group plan renew?

The most recent Schedule A policy period for CHARLES D. JONES & CO. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CHARLES D. JONES & CO.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.