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Sponsor portfolio

HAMILTON SAFE COMPANY

EIN 31-0729027-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$816K premiums
Participants
580
1030 ROUND BOTTOM RD - MILFORD, OH 45150513-874-3733LinkedIn1-10 employeescivic & social organization
Plans on this EIN
2 filings
#002401k-$20.6M - 366 part#501Mixed-$816K - 258 lives

Benefits portfolio analytics

1 plan / $816K premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$572K
  • Short-term disability$88K
  • Life$83K
  • Other$83K
  • Long-term disability$45K
  • Vision$16K
  • +1 more
Total $816K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • WESTPORT INSURANCE CORPORATION70%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY28%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
Total $816K3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • PATRIOT GROWTH INSURANCE SERVICES88%
  • GALLAGHER BENEFIT SERVICES, INC.7%
  • STRATEGIC BENEFITS OF CINCINNATI5%
Total $45K3 slices

Plan deep-dives

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

HAMILTON SAFE GROUP 401(K) PLAN

401k

Assets$20.6M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAMILTON SAFE COMPANY EMPLOYEE BENEFIT PLAN

Mixed - SWISS RE-SWISS RE

Premiums$816K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HAMILTON SAFE GROUP 401(K) PLAN401k$20.6M3662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAMILTON SAFE COMPANY EMPLOYEE BENEFIT PLANMixedSWISS RE-SWISS RE$816K2582025
Retirement plans
Welfare plans
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