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  2. HILTI, INC.
Sponsor portfolioTH

HILTI, INC.

EIN 06-0732334-Wholesale Trade-Latest filing 2024
Plans
9
Retirement
1
$685.6M assets
Welfare
8
$6.3M premiums
Participants
29,485
5400 SOUTH 122 EAST AVENUE - TULSA, OK 74129918-872-4910
Plans on this EIN
9 filings
#003401k-$685.6M - 5,297 part#504Fully Insured-$3.5M - 3,071 lives#502Fully Insured-$1.2M - 3,674 lives#510Fully Insured-$877K - 7,355 lives#509Fully Insured-$626K - 1,451 lives#503Fully Insured-$83K - 960 lives#501Fully Insured-$8K - 3,679 lives#506Unknown-0 lives#508Self Funded-0 lives

Benefits portfolio analytics

8 plans / $6.3M premiums / 20,190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.1M
  • Life$1.5M
  • Long-term disability$1.2M
  • Vision$323K
  • Other$134K
  • Health$124K
Total $6.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY49%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY43%
  • VISION SERVICE PLAN5%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
  • JOHN HANCOCK LIFE INSURANCE COMPANY1%
  • +1 more
Total $6.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • HOLMES MURPHY & ASSOCIATES52%
  • AVANT SPECIALTY BENEFITS LLC48%
Total $103K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HILTI RETIREMENT SAVINGS PLAN

401k

Assets$685.6M
Participants5,297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HILTI INC MEDICAL AND DENTAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.5M
Covered lives3,071
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP LONG TERM DISABILITY INCOME

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives3,674
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

HILTI, INC. LIFE AND ACCIDENTAL DEATH AND DISMEMBE

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$877K
Covered lives7,355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

VOLUNTARY TERM LIFE AND LONG TERM CARE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$626K
Covered lives1,451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PERSONAL ACCIDENT INSURANCE

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$83K
Covered lives960
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP TRAVEL ACCIDENT INSURANCE

Fully Insured - ZURICH AMERICAN INSURANCE COMPANY

Premiums$8K
Covered lives3,679
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

FLEXIBLE SPENDING BENEFIT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

HILTI, INC. SEVERANCE PAY PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HILTI RETIREMENT SAVINGS PLAN401k$685.6M5,2972024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
504HILTI INC MEDICAL AND DENTAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.5M3,0712024
502GROUP LONG TERM DISABILITY INCOMEFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.2M3,6742024
510HILTI, INC. LIFE AND ACCIDENTAL DEATH AND DISMEMBEFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$877K7,3552024
509VOLUNTARY TERM LIFE AND LONG TERM CARE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$626K1,4512024
503PERSONAL ACCIDENT INSURANCEFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$83K9602024
501GROUP TRAVEL ACCIDENT INSURANCEFully InsuredZURICH AMERICAN INSURANCE COMPANY$8K3,6792024
506FLEXIBLE SPENDING BENEFIT PLANUnknown-$002024
508HILTI, INC. SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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