Form 5500 · Employee benefit plan · MORRISVILLE, NC
JF ACQUISITION, LLC DBA JF PETROLEUM GROUP
The filing calls this plan JF PETROLEUM GROUP WELFARE BENEFITS PLAN.
JF ACQUISITION, LLC DBA JF PETROLEUM GROUP of MORRISVILLE, NC is a 1,425-participant wholesale trade employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is BROWN & BROWN OF NEW YORK INC. Coverage is written through BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0937618 · plan 501 · plan year 2025, filed Jul 14, 2026
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1,311 other employer plans in North Carolina have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA, covers 2,526 people.
Reported premium across the insured contracts is $15,615,014, with $147,789 in disclosed broker commissions — about 0.9% 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.
BROWN & BROWN OF NEW YORK INC is the broker of record on all 5 contracts.
Two carriers split the book: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA and LIFE INSURANCE COMPANY OF NORTH AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | Health, Dental, Vision | 2,526 | Jan 1, 2026 | $14,704,733 | $126,965 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 0 | Jan 1, 2026 | $426,754 | $6,755 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 0 | Jan 1, 2026 | $173,746 | $5,737 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 0 | Jan 1, 2026 | $261,627 | $4,758 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 0 | Jan 1, 2026 | $48,154 | $3,574 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 2,104 employees, 23 recordable cases, 33 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
2 establishments filed under this EIN are left out of these figures: the hours and employees they reported could not both be right.
Other plans filed by this employer
How this plan compares
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Renewal calendar
1,311 other employer plans in North Carolina are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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