Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$165K
- Dental$121K
- Life$121K
- Long-term disability$121K
- Health$44K
- Vision$9K
Sponsor portfolio
HENNION & WALSH INC
EIN 22-3005841financial servicesLatest filing 2025
Plans
2
Retirement
1
$46.5M assets
Welfare
1
$174K premiums
Participants
376
2001 ROUTE, 46 WATERVIEW PLAZA - PARSIPPANY, NJ 07054973-299-8989hennionandwalsh.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $174K premiums / 224 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- METROPOLITAN LIFE INSURANCE COMPANY70%
- AFLAC25%
- HORIZON HEALTHCARE SERVICES, INC.5%
Broker market share
Schedule A broker compensation
40%top
- CONNER STRONG & BUCKELEW40%
- GIS BENEFITS INC35%
- MICHAEL P ZORN7%
- CENTERSTONE INSURANCE AND FINANCIAL4%
- LENIN RODRIGUEZ3%
- +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
HENNION & WALSH, INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$46.5M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HENNION & WALSH, INC WELFARE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$174K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HENNION & WALSH, INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $46.5M | 152 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HENNION & WALSH, INC WELFARE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $174K | 224 | 2025 |
Retirement plans
Welfare plans