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Sponsor portfolio

HALLAM ASSOCIATES, INC.

EIN 03-0297752-Latest filing 2025
Plans
3
Retirement
2
$59.7M assets
Welfare
1
$227K premiums
Participants
486
38 EASTWOOD DRIVE, SUITE 200 - SOUTH BURLINGTON, VT 05403802-658-4891
Plans on this EIN
3 filings
#001401k-$35.2M - 186 part#002ESOP-$24.5M - 174 part#501Mixed-$227K - 256 lives

Retirement portfolio analytics

2 plans aggregated / $59.7M assets / 360 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • SHARING AND Savings (#001)59%
  • EMPLOYEE STOCK OWNERSHIP (#002)41%
Total $59.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • NEWPORT GROUP, INC.59%
  • (Not disclosed)41%
Total $59.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND Savings (#001)186
  • EMPLOYEE STOCK OWNERSHIP (#002)174
Total 360Click row to drill in

Benefits portfolio analytics

1 plan / $227K premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$116K
  • Long-term disability$41K
  • Life$36K
  • Other$36K
  • Vision$17K
  • Short-term disability$17K
Total $227K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY41%
  • VISION SERVICE PLAN8%
Total $227K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ACRISURE LLC95%
  • GROUP BENEFITS LTD5%
Total $21K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN

401k

Assets$35.2M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HALLAM ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$24.5M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALLAM ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL PLAN OF VERMONT, INC.

Premiums$227K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN401k$35.2M1862024
002HALLAM ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$24.5M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALLAM ASSOCIATES, INC. EMPLOYEE BENEFIT PLANMixedDELTA DENTAL PLAN OF VERMONT, INC.$227K2562025
Retirement plans
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