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Benefits brokerage · 2 offices

J L JONES INSURANCE SERVICES

J L JONES INSURANCE SERVICES is named as the broker of record on 29 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
29
Carriers
15

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
SPRINGFIELDOR27
DALLASTX2

Book profile

J L JONES INSURANCE SERVICES brokers 29 insured contracts for 15 employers, all in Oregon.

Life is the largest line (13 contracts), followed by disability (13), health (7), vision (7).

LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (4, about 14%); STANDARD INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 93% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 13 · disability 13 · health 7 · vision 7 · dental 6

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
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  3. M
  4. A
  5. M
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  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
THE PAPE GROUP, INC.EUGENE, ORSPRINGFIELD, ORKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2025
FARWEST STEEL CORPORATIONEUGENE, ORDALLAS, TXCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
THE PAPE GROUP, INC.EUGENE, ORSPRINGFIELD, ORSTANDARD INSURANCE COMPANYJan 1FY2025
PAHLISCH HOMES, INC.BEND, ORSPRINGFIELD, ORREGENCE BLUECROSS BLUESHIELD OF OREGONJan 1FY2025
OREGON PACIFIC BANKING COEUGENE, ORSPRINGFIELD, ORREGENCE BLUECROSS BLUESHIELD OF OREGONJan 1FY2025
Subscriber access
11

more employers in J L JONES INSURANCE SERVICES's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)