Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Life$315K
- Other$297K
- Short-term disability$227K
- Long-term disability$227K
- Dental$154K
- +1 more
Sponsor portfolioTH
HUBER+SUHNER, NORTH AMERICA
EIN 04-3024588Latest filing 2025
Plans
2
Retirement
1
$43.8M assets
Welfare
1
$2.3M premiums
Participants
440
3540 TORINGDON WAY, STE. 560 - CHARLOTTE, NC 28277704-790-7245
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 386 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- UNITEDHEALTHCARE INSURANCE COMPANY77%
- UNUM LIFE INSURANCE COMPANY OF AMERICA13%
- DELTA DENTAL OF CALIFORNIA7%
- TRANSAMERICA LIFE INSURANCE COMPANY2%
- COMMUNITY EYE CARE1%
Broker market share
Schedule A broker compensation
84%top
- HILB GROUP OF NEW ENGLAND84%
- STEPHEN MICHAEL LOURO8%
- PROFESSIONAL GROUP PLANS INC5%
- COMPASS ENROLLMENT PARTNERS, LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
HUBER + SUHNER NORTH AMERICA CORPORATION 401(K) PLAN
401k
Assets$43.8M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
HUBER+SUHNER, NORTH AMERICA EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.3M
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | HUBER + SUHNER NORTH AMERICA CORPORATION 401(K) PLAN | 401k | $43.8M | 243 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | HUBER+SUHNER, NORTH AMERICA EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.3M | 386 | 2025 |
Retirement plans
Welfare plans