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Sponsor portfolio

HUMMEL & PLUM INSURANCE AGENCY INC

EIN 31-1058152-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$3.1M assets
Welfare
1
Participants
35
PO BOX 877 - CIRCLEVILLE, OH 431130877740-477-3311
Plans on this EIN
2 filings
#003401k-$3.1M - 15 part#501Fully Insured-20 lives

Benefits portfolio analytics

1 plan / $0 premiums / 20 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
0%top
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $01 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUMMEL & PLUM100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HUMMEL & PLUM INSURANCE AGENCY, INC. 401(K) PLAN

401k

Assets$3.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HUMMEL & PLUM INSURANCE AGENCY, INC., VEBA TRUST

Fully Insured - ANTHEM BLUE CROSS BLUE SHIELD

Premiums$0
Covered lives20
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HUMMEL & PLUM INSURANCE AGENCY, INC. 401(K) PLAN401k$3.1M152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HUMMEL & PLUM INSURANCE AGENCY, INC., VEBA TRUSTFully InsuredANTHEM BLUE CROSS BLUE SHIELD$0202024
Retirement plans
Welfare plans
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