Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$69K
- Short-term disability$42K
- Health$40K
- Dental$39K
- Long-term disability$31K
Sponsor portfolio
HAWKSTONE ASSOCIATES, INC.
EIN 31-1021886Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$201K premiums
Participants
454
9171 DRY FORK ROAD - HARRISON, OH 45030513-367-9900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $201K premiums / 167 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80%
- METROPOLITAN LIFE INSURANCE COMPANY20%
Broker market share
Schedule A broker compensation
58%top
- MARSH & MCLENNAN AGENCY LLC58%
- GIS BENEFITS INC24%
- BOON CHAPMAN BENEFIT ADMINISTRATORS18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HAWKSTONE ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
401k
Assets$2.7M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HAWKSTONE ASSOCIATES, INC. DBA TRIUMPH ENERGY EMPLOYEE BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$201K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HAWKSTONE ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | 401k | $2.7M | 346 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HAWKSTONE ASSOCIATES, INC. DBA TRIUMPH ENERGY EMPLOYEE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $201K | 167 | 2025 |
Retirement plans
Welfare plans