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Sponsor portfolio

BOLLMAN HAT COMPANY

EIN 23-1922616-textiles-Latest filing 2024
Plans
3
Retirement
2
$21.7M assets
Welfare
1
$637K premiums
Participants
730
110 EAST MAIN STREET - ADAMSTOWN, PA 19501717-484-4361bollmanhats.comLinkedIn201-500 employeestextiles
Plans on this EIN
3 filings
#002ESOP-$11.7M - 359 part#003401k-$10.0M - 200 part#502Mixed-$637K - 224 lives

Retirement portfolio analytics

2 plans aggregated / $21.7M assets / 559 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • EMPLOYEE STOCK OWNERSHIP (#002)54%
  • HAT COMPANY 401(K) (#003)46%
Total $21.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)359
  • HAT COMPANY 401(K) (#003)200
Total 559Click row to drill in

Benefits portfolio analytics

1 plan / $637K premiums / 224 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$476K
  • Dental$72K
  • Other$55K
  • Long-term disability$22K
  • Life$17K
  • Vision$11K
Total $637K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • AVALON INSURANCE COMPANY75%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • DELTA DENTAL OF CALIFORNIA11%
  • EYEMED VISION CARE2%
Total $637K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $19K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BOLLMAN HAT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.7M
Participants359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BOLLMAN HAT COMPANY 401(K) PLAN

401k

Assets$10.0M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN FOR BOLLMAN HAT COMPANY

Mixed - AVALON INSURANCE COMPANY

Premiums$637K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BOLLMAN HAT COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$11.7M3592024
003BOLLMAN HAT COMPANY 401(K) PLAN401k$10.0M2002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN FOR BOLLMAN HAT COMPANYMixedAVALON INSURANCE COMPANY$637K2242024
Retirement plans
Welfare plans
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