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Form 5500 · Employee benefit plan · ALACHUA, FL

JONES, EDMUNDS & ASSOCIATES, INC.

Public Form 5500 records show how JONES, EDMUNDS & ASSOCIATES, INC. of ALACHUA, FL, a professional services employer, structures its employee benefits. Its broker of record is WILLIS TOWERS WATSON SOUTHEAST, INC. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA and 1 other carrier. The plan's most recent policy period ended in November.

Benefits broker of record
Plan renews
November

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1533071 · plan 502 · as of Aug 2026

Participants
155
Carriers on file
2
Disclosed commissions
$52,311
Renewal month
November

Plan brief

Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF FLORIDA, covers 125 people.

Reported premium across the insured contracts is $1,984,969, with $52,311 in disclosed broker commissions — about 2.6% of premium.

The health contract's policy period ended in November, while at least one ancillary line renews in December — the plan is on a split renewal cycle.

WILLIS TOWERS WATSON SOUTHEAST, INC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.

Two carriers split the book: BLUE CROSS BLUE SHIELD OF FLORIDA and PRINCIPAL LIFE INSURANCE COMPANY.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUE CROSS BLUE SHIELD OF FLORIDAHealth125November$1,743,697$52,311
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability270December$241,272$0

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