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Sponsor portfolio

HCI GROUP, INC.

EIN 20-5961396-insurance-Latest filing 2025
Plans
2
Retirement
1
$34.6M assets
Welfare
1
$241K premiums
Participants
990
3802 COCONUT PALM DR. - TAMPA, FL 33619813-776-1020hcigroup.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$34.6M - 562 part#501Mixed-$241K - 428 lives

Benefits portfolio analytics

1 plan / $241K premiums / 428 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$241K
  • Life$192K
  • Short-term disability$192K
  • Long-term disability$192K
  • Dental$50K
  • Vision$50K
Total $241K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY79%
  • AMERITAS LIFE INSURANCE CORP.21%
Total $241K2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • WWW INSURANCE, LLC58%
  • WALLACE WELCH & WILLINGHAM INC38%
  • WATCHTOWER BENEFITS, LLC4%
Total $64K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HCI GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$34.6M
Participants562
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HCI GROUP INC CAFETERIA AND ERISA WRAP PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$241K
Covered lives428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HCI GROUP, INC. 401(K) PROFIT SHARING PLAN401k$34.6M5622025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HCI GROUP INC CAFETERIA AND ERISA WRAP PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$241K4282025
Retirement plans
Welfare plans
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