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Sponsor portfolio

HALTON GROUP AMERICAS, INC.

EIN 25-1545641-machinery-Latest filing 2025
Plans
2
Retirement
0
Welfare
2
$549K premiums
Participants
396
103 INDUSTRIAL DR - SCOTTSVILLE, KY 421647932270-237-5600LinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#501Self Funded-$412K - 188 lives#505Fully Insured-$137K - 207 lives

Benefits portfolio analytics

2 plans / $549K premiums / 395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$412K
  • Dental$412K
  • Vision$412K
  • Short-term disability$412K
  • Prescription drug$412K
  • Stop-loss$412K
  • +3 more
Total $549K9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • HCC LIFE INSURANCE COMPANY75%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA25%
Total $549K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • UMR, INC.71%
  • KEYSTONE INSURANCE & BENEFITS GROUP18%
  • HCC LIFE INSURANCE COMPANY11%
  • CGI - COMMERCIAL GROUP INTERMEDIARI1%
Total $320K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

HALTON GROUP AMERICAS, INC. EMPLOYEE BENEFIT PLAN

Self Funded - CGI - TOKIO MARINE HCC

Premiums$412K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

HALTON GROUP AMERICAS, INC.

Fully Insured - THE GUARDIAN INSURANCE COMPANY OF AMERICA

Premiums$137K
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALTON GROUP AMERICAS, INC. EMPLOYEE BENEFIT PLANSelf FundedCGI - TOKIO MARINE HCC$412K1882025
505HALTON GROUP AMERICAS, INC.Fully InsuredTHE GUARDIAN INSURANCE COMPANY OF AMERICA$137K2072025
Welfare plans
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