Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
H2, LLC
EIN 23-3077749constructionLatest filing 2025
Plans
3
Retirement
2
$11.5M assets
Welfare
1
$247K premiums
Participants
184
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $11.5M assets / 125 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $247K premiums / 59 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$173K
- Dental$74K
- Vision$74K
- Short-term disability$74K
- Other$74K
Carrier market share
Premium dollars by Schedule A carrier
70%top
- FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY70%
- SUN LIFE ASSURANCE COMPANY OF CANADA30%
- EVEREST REINSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- AP BENEFIT ADVISORS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
H2, LLC LANCASTER 401K PLAN
401k
Assets$9.7M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
H2, LLC SATELLITE 401(K) PLAN
401k
Assets$1.9M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
H2, LLC EMPLOYEE BENEFIT PLAN
Mixed - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY
Premiums$247K
Covered lives59
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | H2, LLC LANCASTER 401K PLAN | 401k | $9.7M | 82 | 2025 | |
| 002 | H2, LLC SATELLITE 401(K) PLAN | 401k | $1.9M | 43 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | H2, LLC EMPLOYEE BENEFIT PLAN | Mixed | FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY | $247K | 59 | 2025 |
Retirement plans
Welfare plans