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Sponsor portfolio

HUSEBY, LLC

EIN 31-1763752-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$313K premiums
Participants
190
1230 WEST MOREHEAD ST., SUITE 408 - CHARLOTTE, NC 282085210704-333-9889
Plans on this EIN
2 filings
#001401k-$7.6M - 190 part#501Mixed-$313K - 226 lives

Benefits portfolio analytics

1 plan / $313K premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$313K
  • Vision$313K
  • Life$313K
  • Short-term disability$313K
  • Long-term disability$313K
  • Other$313K
Total $313K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $313K1 slice

Broker market share

Schedule A broker compensation

Split broker
72%top
  • DEXTER INSURANCE ASSOCIATES INC72%
  • MOSAIC GROUP SERVICES28%
Total $54K2 slices

Plan deep-dives

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

HUSEBY 401K PLAN

401k

Assets$7.6M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HUSEBY BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$313K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HUSEBY 401K PLAN401k$7.6M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HUSEBY BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$313K2262024
Retirement plans
Welfare plans
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