Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.7M
- Vision$1.7M
- Other$263K
- Life$230K
- Long-term disability$226K
- Short-term disability$13K
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans / $2.0M premiums / 238 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Mixed - CAPITAL ADVANTAGE ASSURANCE COMPANY
Fully insured - NORTHWESTERN MUTUAL
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THOMAS, THOMAS & HAFER, LLP RETIREMENT PLAN | 401(k) | $55.1M | 225 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | THOMAS, THOMAS & HAFER LLP SECTION 125 PLAN | Mixed | CAPITAL ADVANTAGE ASSURANCE COMPANY | $2.0M | 235 | 2025 |
| #001 | THOMAS, THOMAS & HAFER, LLP RETIREMENT PLAN | Fully insured | NORTHWESTERN MUTUAL | $0 | 3 | 2025 |