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Form 5500 · Employee benefit plan · KANSAS CITY, MO

FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN

Public Form 5500 records show how FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN (KANSAS CITY, MO) structures its employee benefits. Its broker of record is EYEMED VISION CARE. Coverage is written through EYEMED VISION CARE and 8 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1451185 · plan 502 · as of Jul 2026

Participants
300
Carriers on file
9
Disclosed commissions
$42,688
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EYEMED VISION CAREVision391December$36,971
USABLE LIFEDisability296December$4,980
PRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD51December$682
ALLSTATE6December$55
FIDELITY SECURITY LIFELife245December$0
AMERICAN NATIONAL INSURANCE COMPANY - ROUNDSTONEHealth299December$0
UNUMLifeDecember$0
BLUE CROSS BLUE SHIELD OF KANSAS CITYDental273December$0
CIGNA29December$0

Questions

Who is FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN's benefits broker?

Per its most recent Form 5500 Schedule A, FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN's broker of record is EYEMED VISION CARE.

What insurance carrier does FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN use?

FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN's benefit plan is written through EYEMED VISION CARE, among 9 disclosed carriers.

When does FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN's group plan renew?

The most recent Schedule A policy period for FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FORREST T. JONES & CO., INC. WELFARE BENEFIT PLAN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.