Assets by plan
Share of aggregate retirement assets
Filings through .
F.C. Haab Co., Inc.
EIN 23-1269582oil & energyLatest filing 2025
Plans
6
Retirement
2
$25.6M assets
Health & Benefits
4
$1.6M premiums
Participants
660
225 CITY AVE, SUITE 105 - BALA CYNWYD, PA 19004215-665-4956fchaab.comLinkedIn11-50 employeesoil & energy
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $25.6M assets / 151 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- NEWPORT GROUP, INC.$25.5M
- (Not disclosed)$117K
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $1.6M premiums / 541 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$66K
- Long-term disability$66K
- Other$66K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
F.C. HAAB CO INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN
401(k)
Assets$25.5M
Participants148
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
F. C. HAAB CO. , INC. 401(K) PLAN FOR UNION EMPLOYEES
401(k)
Assets$117K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
F.C. HAAB COMPANY, INC. HEALTH BENEFITS PLAN
Fully insured - KEYSTONE HEALTH PLAN EAST
Premiums$1.5M
Covered lives145
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
F. C. HAAB CO. , INC. WELFARE BENEFITS PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$65K
Covered lives128
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
F. C. HAAB CO. , INC. LONG TERM DISABILITY PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$47K
Covered lives134
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
F. C. HAAB CO. , INC. GROUP LIFE INSURANCE PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$16K
Covered lives134
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | F.C. HAAB CO INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN | 401(k) | $25.5M | 148 | 2025 |
| #002 | F. C. HAAB CO. , INC. 401(K) PLAN FOR UNION EMPLOYEES | 401(k) | $117K | 3 | 2025 |
- #001 · 401(k) · 2025148
- #002 · 401(k) · 20253
Health & Benefits plans
4 plans on this EIN
| 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 |
- #502 · Fully insured · KEYSTONE HEALTH PLAN EAST · 2025145
- #501 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025128
- #505 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2024134
- #504 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2024134
Retirement plans
Health & Benefits plans