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 of KANSAS CITY, MO, a finance and insurance employer, structures its employee benefits. Its broker of record is EYEMED VISION CARE. Coverage is written through FIDELITY SECURITY LIFE and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1451185 · plan 502 · as of Aug 2026
Plan brief
Schedule A lists 9 insured contracts covering health, dental, vision, life and disability; the largest, with FIDELITY SECURITY LIFE, covers 245 people.
Reported premium across the insured contracts is $9,819,201, with $42,688 in disclosed broker commissions — about 0.4% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
EYEMED VISION CARE is the broker of record on 1 of the 9 contracts; the rest name a different broker or none.
9 carriers appear on the filing — FIDELITY SECURITY LIFE, AMERICAN NATIONAL INSURANCE COMPANY - ROUNDSTONE, BLUE CROSS BLUE SHIELD OF KANSAS CITY and USABLE LIFE among them — with FIDELITY SECURITY LIFE writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| EYEMED VISION CARE | Vision | 391 | December | $36,911 | $36,971 |
| USABLE LIFE | Disability | 296 | December | $76,281 | $4,980 |
| PRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD | — | 51 | December | — | $682 |
| ALLSTATE | — | 6 | December | $2,200 | $55 |
| FIDELITY SECURITY LIFE | Life | 245 | December | $8,693,497 | $0 |
| AMERICAN NATIONAL INSURANCE COMPANY - ROUNDSTONE | Health | 299 | December | $841,724 | $0 |
| UNUM | Life | — | December | — | $0 |
| BLUE CROSS BLUE SHIELD OF KANSAS CITY | Dental | 273 | December | $165,888 | $0 |
| CIGNA | — | 29 | December | $2,700 | $0 |
More employer plans in Missouri — largest plans, brokers, carriers and renewal months.