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Sponsor portfolio

HALLORAN CONSULTING GROUP, INC.

EIN 04-3408953-management consulting-Latest filing 2024
Plans
4
Retirement
2
$16.4M assets
Welfare
2
$1.7M premiums
Participants
466
245 MAIN ST., 2ND FLOOR - CAMBRIDGE, MA 02142617-648-7879hallorancg.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
4 filings
#001401k-$12.7M - 118 part#002ESOP-$3.7M - 136 part#501Fully Insured-$1.7M - 66 lives#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $16.4M assets / 254 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • HALLORAN RETIREMENT PLAN (#001)77%
  • EMPLOYEE STOCK OWNERSHIP (#002)23%
Total $16.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)136
  • HALLORAN RETIREMENT PLAN (#001)118
Total 254Click row to drill in

Benefits portfolio analytics

2 plans / $1.7M premiums / 66 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Life$97K
  • Short-term disability$97K
  • Long-term disability$97K
  • Vision$14K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • EYEMED VISION CARE1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • INNOVO BENEFITS GROUP100%
Total $62K1 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

HALLORAN RETIREMENT PLAN

401k

Assets$12.7M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HALLORAN CONSULTING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.7M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALLORAN CONSULTING WRAP BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$1.7M
Covered lives66
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

HALLORAN CONSULTING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HALLORAN RETIREMENT PLAN401k$12.7M1182024
002HALLORAN CONSULTING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.7M1362024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALLORAN CONSULTING WRAP BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$1.7M662024
002HALLORAN CONSULTING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANSelf Funded-$002024
Retirement plans
Welfare plans
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