Assets by plan
Share of aggregate retirement assets
50%top
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Fully Insured - EXCELLUS BLUECROSS BLUESHIELD
Fully Insured - MUTUAL OF OMAHA INSURANCE COMPANY
Fully Insured - COMPANION LIFE INSURANCE COMPANY
Unknown
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2 | 401k | $50.3M | 5 | 2024 | |
| 002 | HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 1 | 401k | $50.3M | 204 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | HINMAN, HOWARD & KATTELL, LLP HEALTH PLAN | Fully Insured | EXCELLUS BLUECROSS BLUESHIELD | $1.3M | 175 | 2024 | |
| 505 | HINMAN, HOWARD & KATTELL, LLP LONG TERM DISABILITY PLAN | Fully Insured | MUTUAL OF OMAHA INSURANCE COMPANY | $50K | 154 | 2024 | |
| 504 | HINMAN, HOWARD & KATTELL, LLP LIFE INSURANCE PLAN | Fully Insured | COMPANION LIFE INSURANCE COMPANY | $15K | 170 | 2025 | |
| 502 | HINMAN, HOWARD & KATTELL, LLP DEPENDENT CARE ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2025 |