Dave Jones, Inc.
Overview
Dave Jones, Inc. sponsors a self-funded health plan that covered 674 participants in plan year 2024. The plan year starts in December. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 674
- Plan year
- Begins December 1 · next renewal December 2026
- Health plans filed
- Dave Jones, Inc. Wrap Plan, plan 502 (674 participants)
- Broker compensation
- $3K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Quartz Health Benefit Plans Corporation | Prescription drug, HMO, PPO | 746 | $442K | $2K |
| Wyssta Insurance Company Inc. | Vision | 249 | $3K | $265 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 674 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- Dave Jones, Inc.
- Sponsor EIN
- 39-1331145
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 39-1331145 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Dave Jones, LLC 401(k) Plan
- Type
- 401(k) plan
- Participants
- 716
About this data
Source: Dave Jones, Inc.'s Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Dave Jones, Inc..