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Sponsor portfolio

BAXTER HODELL DONNELLY PRESTON, INC.

EIN 31-1190740-Latest filing 2025
Plans
2
Retirement
1
$30.8M assets
Welfare
1
$1.5M premiums
Participants
447
302 WEST THIRD STREET, SUITE 500 - CINCINNATI, OH 45202513-527-0227
Plans on this EIN
2 filings
#001401k-$30.8M - 272 part#502Fully Insured-$1.5M - 281 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Life$98K
  • Short-term disability$98K
  • Long-term disability$98K
  • Other$98K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • COMMUNITY INSURANCE COMPANY87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA6%
  • EYEMED VISION CARE1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $66K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST

401k

Assets$30.8M
Participants272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BAXTER HODELL DONNELLY PRESTON, INC. WELFARE PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$1.5M
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST401k$30.8M2722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BAXTER HODELL DONNELLY PRESTON, INC. WELFARE PLANFully InsuredCOMMUNITY INSURANCE COMPANY$1.5M2812025
Retirement plans
Welfare plans
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