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  2. HARTZELL INDUSTRIES, INC.
Sponsor portfolioTH

HARTZELL INDUSTRIES, INC.

EIN 31-0674874-machinery-Latest filing 2025
Plans
2
Retirement
1
$25.1M assets
Welfare
1
$104K premiums
Participants
690
1025 S. ROOSEVELT AVE. - PIQUA, OH 45356937-615-1924LinkedIn201-500 employeesmachinery
Plans on this EIN
2 filings
#002401k-$25.1M - 403 part#501Mixed-$104K - 406 lives

Benefits portfolio analytics

1 plan / $104K premiums / 406 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$86K
  • Life$83K
  • Long-term disability$83K
  • Vision$18K
Total $104K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY83%
  • EYEMED VISION CARE17%
Total $104K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $7K1 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

HARTZELL COMPANIES 401(K) PLAN

401k

Assets$25.1M
Participants403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARTZELL INDUSTRIES, INC. & AFFILIATED COMPANIES GROUP MEDICAL BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$104K
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HARTZELL COMPANIES 401(K) PLAN401k$25.1M4032025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARTZELL INDUSTRIES, INC. & AFFILIATED COMPANIES GROUP MEDICAL BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$104K4062025
Retirement plans
Welfare plans
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