JONES PHOTO

2901 N COUNTRY CLUB RD
TUCSON, AZ 85716

Talking Points

For the Agent

These are points that might help guide an agent as they look to approach a prospect.

  • A break in policy terms may indicate inconsistent work load which can result in substandard employment.
Needs Attention

Market Competitiveness

We measure relative change (when a business chooses a different WC provider), and market share distribution over a rolling 24 months as compared to it's industry and state level activity to determine how competitive carriers are for your class of business.

  • 16% of peers have changed carriers since last year.
  • Current Carrier's market share is in the 95th percentile at 24.3% of the market.
Good

Business Stats

Policy History

Term Carrier
2022
PEO
2022
PEO
2022
09-17-2022

2021

2018

2017

2016

2015

2014

2014

2013

2012

Contacts

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(631) 977-7750
xrrblypiqo@bujsumvlmfnpqt.dcw

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Benefits Admin
(898) 694-2524
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FISLHNF UWFVLNYX
Benefits Admin
(407) 954-1037
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Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 617,175 $ 178,661 $ 769,874 $ 80,934 $ 280,335 $ 835,546 $ 458,769 $ 342,351 $ 138,072 $ 443,897 $ 932,697 $ 114,849
Liabilities: $ 0 $ 0 $ 29 $ 3 $ 9 $ 70 $ 0
EE Contrib: $ 3,622 $ 30,405 $ 52,475 $ 53,018 $ 71,547 $ 3,654 $ 10,751 $ 55,641 $ 19,057 $ 942 $ 36,128 $ 84,404
Emp Contrib: $ 906 $ 1,500 $ 9,004 $ 7,034 $ 2,134 $ 40 $ 2,852 $ 3,859 $ 5,616 $ 2,007 $ 1,924 $ 52,352
Income/Loss: $ 37,188 $ 69,185 $ 42,303($ 34,257) $ 73,138 $ 14,845($ 5,452) $ 67,201 $ 25,837 $ 34,584 $ 41,842 $ 15,845
Total Income: $ 41,716 $ 87,974 $ 228,273($ 52,744) $ 52,548 $ 15,975 $ 20,943 $ 74,507 $ 90,445 $ 86,825 $ 72,379 $ 134,854
Paid Benefits: $ 239,677 $ 1 $ 7,426 $ 15,491 $ 84,925 $ 733,919 $ 69,267 $ 649,536 $ 192,256 $ 80
Expenses: $ 0 $ 34 $ 4 $ 0 $ 375 $ 7 $ 3 $ 0 $ 0
  Commission: $ 175 $ 35 $ 580 $ 840 $ 490 $ 641 $ 468 $ 9,311 $ 68 $ 23 $ 56 $ 76
Net Income:($ 198,136) $ 59,513 $ 690,464($ 27,750) $ 81,554($ 502,709)($ 911,135)($ 79,519)($ 109,260)($ 58,558) $ 86,705 $ 73,290
Net Assets: $ 419,039 $ 608,213 $ 36,555 $ 746,195 $ 936,703 $ 914,219 $ 854,725 $ 661,883 $ 675,509 $ 584,555 $ 975,118 $ 485,090

Participants

202120202019201820172016201520142013201220112010
Total Participants:113855680703506975464508
Active Part.:103575982861993f8ad9889
Retired Part.:197e9db048409dd98b6c89
Deceased Part.:54 bee8bec95a77e4aa

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2A - Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.