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Sponsor portfolio

HENLEY ENTERPRISES, INC.

EIN 04-3036456-Latest filing 2025
Plans
2
Retirement
1
$53.8M assets
Welfare
1
$757K premiums
Participants
7,469
54 JACONNET STREET SUITE 100 - NEWTON HIGHLANDS, MA 02461617-243-0404
Plans on this EIN
2 filings
#001401k-$53.8M - 3,762 part#504Mixed-$757K - 3,706 lives

Benefits portfolio analytics

1 plan / $757K premiums / 3,706 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$671K
  • Life$482K
  • Short-term disability$482K
  • Long-term disability$482K
  • Health$182K
  • Vision$86K
Total $757K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • METROPOLITAN LIFE INSURANCE COMPANY88%
  • EYEMED VISION CARE11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $757K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $85K1 slice

Plan deep-dives

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

HENLEY COMPANIES 401(K) SAVINGS PLAN

401k

Assets$53.8M
Participants3,762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HENLEY ENTERPRISES, INC. AND AFFILIATES HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$757K
Covered lives3,706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HENLEY COMPANIES 401(K) SAVINGS PLAN401k$53.8M3,7622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504HENLEY ENTERPRISES, INC. AND AFFILIATES HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$757K3,7062025
Retirement plans
Welfare plans
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