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Sponsor portfolioTH

THE HABEGGER CORPORATION

EIN 31-1225518-wholesale-Latest filing 2025
Plans
2
Retirement
1
$81.5M assets
Welfare
1
$413K premiums
Participants
1,160
4995 WINTON ROAD - CINCINNATI, OH 45232513-842-2642habeggercorp.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
2 filings
#002401k-$81.5M - 697 part#502Mixed-$413K - 766 lives

Benefits portfolio analytics

1 plan / $413K premiums / 766 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$271K
  • Life$142K
  • Long-term disability$142K
  • Other$142K
Total $413K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • DELTA DENTAL OF CALIFORNIA66%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA34%
  • EYEMED VISION CARE0%
Total $413K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • USI INSURANCE SERVICES LLC90%
  • HACKMAN FINANCIAL GROUP, INC.10%
Total $30K2 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

THE HABEGGER CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$81.5M
Participants697
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HABEGGER CORP, GROUP HEALTH INSURANCE

Mixed - DELTA DENTAL OF OHIO

Premiums$413K
Covered lives766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE HABEGGER CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST401k$81.5M6972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HABEGGER CORP, GROUP HEALTH INSURANCEMixedDELTA DENTAL OF OHIO$413K7662025
Retirement plans
Welfare plans
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