Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
F.C. HAAB CO., INC.
EIN 23-1269582oil & energyLatest filing 2025
Plans
6
Retirement
2
$25.6M assets
Welfare
4
$1.6M premiums
Participants
660
225 CITY AVE, SUITE 105 - BALA CYNWYD, PA 19004215-665-4956fchaab.comLinkedIn11-50 employeesoil & energy
Retirement portfolio analytics
2 plans aggregated / $25.6M assets / 151 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- NEWPORT GROUP, INC.100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $1.6M premiums / 541 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Life$65K
- Long-term disability$65K
- Other$65K
- Dental$56K
Carrier market share
Premium dollars by Schedule A carrier
55%top
- KEYSTONE HEALTH PLAN EAST55%
- BLUE CROSS OF CALIFORNIA34%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- AETNA LIFE INSURANCE COMPANY4%
- AMERIHEALTH INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
94%top
- MARSH & MCLENNAN AGENCY LLC94%
- KISTLER TIFFANY BENEFITS6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
F.C. HAAB CO INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN
401k
Assets$25.5M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
F. C. HAAB CO. , INC. 401(K) PLAN FOR UNION EMPLOYEES
401k
Assets$117K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
F.C. HAAB COMPANY, INC. HEALTH BENEFITS PLAN
Fully Insured - KEYSTONE HEALTH PLAN EAST
Premiums$1.5M
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
F. C. HAAB CO. , INC. WELFARE BENEFITS PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$65K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
F. C. HAAB CO. , INC. LONG TERM DISABILITY PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$47K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
F. C. HAAB CO. , INC. GROUP LIFE INSURANCE PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$16K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | F.C. HAAB CO INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN | 401k | $25.5M | 148 | 2025 | |
| 002 | F. C. HAAB CO. , INC. 401(K) PLAN FOR UNION EMPLOYEES | 401k | $117K | 3 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | F.C. HAAB COMPANY, INC. HEALTH BENEFITS PLAN | Fully Insured | KEYSTONE HEALTH PLAN EAST | $1.5M | 145 | 2025 | |
| 501 | F. C. HAAB CO. , INC. WELFARE BENEFITS PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $65K | 128 | 2025 | |
| 505 | F. C. HAAB CO. , INC. LONG TERM DISABILITY PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $47K | 134 | 2024 | |
| 504 | F. C. HAAB CO. , INC. GROUP LIFE INSURANCE PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | 134 | 2024 |
Retirement plans
Welfare plans