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Sponsor portfolio

HAZEN PAPER COMPANY

EIN 04-1429900-paper & forest products-Latest filing 2024
Plans
3
Retirement
2
$27.0M assets
Welfare
1
$2.5M premiums
Participants
649
PO BOX 189, 240 SOUTH WATER STREET - HOLYOKE, MA 010405979413-538-8204hazen.comLinkedIn51-200 employeespaper & forest products
Plans on this EIN
3 filings
#002401k-$15.0M - 219 part#001TraditionalDB-$12.0M - 187 part#502Fully Insured-$2.5M - 243 lives

Retirement portfolio analytics

2 plans aggregated / $27.0M assets / 406 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • SALARY INVESTMENT 401(K) (#002)56%
  • COMPANY RETIREMENT PROGRAM (#001)44%
Total $27.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SALARY INVESTMENT 401(K) (#002)219
  • COMPANY RETIREMENT PROGRAM (#001)187
Total 406Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 243 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$125K
  • Life$101K
  • Long-term disability$101K
  • Other$101K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HEALTH NEW ENGLAND, INC.91%
  • DELTA DENTAL OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT4%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $57K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HAZEN PAPER COMPANY SALARY INVESTMENT 401(K) PLAN

401k

Assets$15.0M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HAZEN PAPER COMPANY RETIREMENT PROGRAM

TraditionalDB

Assets$12.0M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HAZEN PAPER COMPANY FLEXIBLE BENEFITS PLAN

Fully Insured - HEALTH NEW ENGLAND, INC.

Premiums$2.5M
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HAZEN PAPER COMPANY SALARY INVESTMENT 401(K) PLAN401k$15.0M2192024
001HAZEN PAPER COMPANY RETIREMENT PROGRAMTraditionalDB$12.0M1872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HAZEN PAPER COMPANY FLEXIBLE BENEFITS PLANFully InsuredHEALTH NEW ENGLAND, INC.$2.5M2432024
Retirement plans
Welfare plans
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