Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Life$203K
- Short-term disability$203K
- Long-term disability$203K
- Other$203K
- +2 more
Sponsor portfolio
HALEY WARD, INC.
EIN 01-0360334civil engineeringLatest filing 2025
Plans
2
Retirement
1
$51.6M assets
Welfare
1
$1.5M premiums
Participants
587
1 MERCHANTS PLAZA, SUITE 701 - BANGOR, ME 04401207-989-4824haleyward.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 418 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- ANTHEM LIFE INSURANCE COMPANY88%
- AMERITAS LIFE INSURANCE CORP.11%
- RED TREE INSURANCE COMPANY, INC.1%
Broker market share
Schedule A broker compensation
97%top
- CROSS INSURANCE97%
- CROSS BENEFIT SOLUTIONS3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HALEY WARD EMPLOYEE STOCK OWNERSHIP 401(K) PLAN
ESOP
Assets$51.6M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HALEY WARD, INC. WRAP PLAN
Fully Insured - ANTHEM HEALTH PLANS OF MAINE, INC.
Premiums$1.5M
Covered lives418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HALEY WARD EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | ESOP | $51.6M | 346 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HALEY WARD, INC. WRAP PLAN | Fully Insured | ANTHEM HEALTH PLANS OF MAINE, INC. | $1.5M | 418 | 2025 |
Retirement plans
Welfare plans