Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HORNE LLP
EIN 20-1941244Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$114.1M assets
Welfare
1
$3.5M premiums
Participants
3,648
661 SUNNYBROOK ROAD, SUITE 100 - RIDGELAND, MS 39157601-326-1000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $114.1M assets / 2,197 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
94%top
- (Not disclosed)94%
- BENEFIT PLANS ADMIN SERVICES, INC.6%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.5M premiums / 2,206 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.7M
- Vision$952K
- Health$806K
- Dental$752K
- Short-term disability$561K
- Life$396K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
43%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY43%
- MAPFRE LIFE INSURANCE COMPANY OF PUERTO RICO23%
- AMERITAS LIFE INSURANCE CORP.20%
- RELIASTAR LIFE INSURANCE COMPANY6%
- STARMOUNT LIFE INSURANCE COMPANY4%
- +2 more
Broker market share
Schedule A broker compensation
32%top
- KAPNICK & COMPANY, INC.32%
- ROSS & YERGER INSURANCE INC28%
- HWS CLIENT SERVICES LLC21%
- JAMES R NELLIGAN & ASSOCIATES LLC7%
- BENE RE LLC4%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HORNE LLP PROFIT SHARING PLAN
401k
Assets$107.8M
Participants1,933
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HORNE LLP PUERTO RICO EMPLOYEES PROFIT SHARING PLAN
ProfitSharing
Assets$6.3M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
HORNE LLP CAFETERIA COMPENSATION PLAN
Fully Insured - MAPFRE LIFE INSURANCE COMPANY OF PUERTO RICO
Premiums$3.5M
Covered lives2,206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HORNE LLP PROFIT SHARING PLAN | 401k | $107.8M | 1,933 | 2024 | |
| 002 | HORNE LLP PUERTO RICO EMPLOYEES PROFIT SHARING PLAN | ProfitSharing | $6.3M | 264 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | HORNE LLP CAFETERIA COMPENSATION PLAN | Fully Insured | MAPFRE LIFE INSURANCE COMPANY OF PUERTO RICO | $3.5M | 2,206 | 2024 |
Retirement plans
Welfare plans