Assets by plan
Share of aggregate retirement assets
Filings through .
L.woerner, Inc. D/B/a HCR Home C
EIN 16-1108008Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$30.4M assets
Health & Benefits
1
$844K premiums
Participants
2,640
85 METRO PARK - ROCHESTER, NY 14623585-295-6441
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $30.4M assets / 2,020 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ADP BROKER-DEALER$21.5M
- (Not disclosed)$8.9M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $844K premiums / 620 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$439K
- Vision$439K
- Life$439K
- Short-term disability$439K
- Long-term disability$439K
- Other$439K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN
401(k)
Assets$21.5M
Participants952
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HCR EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.9M
Participants1,068
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#520
L WOERNER INC WELFARE BENEFIT PLAN
Fully insured - GUARDIAN
Premiums$844K
Covered lives620
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HCR HOME CARE SAVINGS AND PROFIT SHARING PLAN | 401(k) | $21.5M | 952 | 2025 |
| #002 | HCR EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.9M | 1,068 | 2025 |
- #001 · 401(k) · 2025952
- #002 · ESOP · 20251,068
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #520 | L WOERNER INC WELFARE BENEFIT PLAN | Fully insured | GUARDIAN | $844K | 620 | 2025 |
- #520 · Fully insured · GUARDIAN · 2025620
Retirement plans
Health & Benefits plans