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Sponsor portfolioTH

SOCIETY FOR HUMAN RESOURCE MANAGEMENT

EIN 34-0948453-Latest filing 2025
Plans
3
Retirement
2
$196.3M assets
Welfare
1
$756K premiums
Participants
1,965
1800 DUKE STREET - ALEXANDRIA, VA 22314703-548-3440
Plans on this EIN
3 filings
#002401k-$107.3M - 829 part#001TraditionalDB-$89.0M - 624 part#510Mixed-$756K - 665 lives

Retirement portfolio analytics

2 plans aggregated / $196.3M assets / 1,453 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • MANAGEMENT INCENTIVE Savings (#002)55%
  • PLAN AND TRUST (#001)45%
Total $196.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANAGEMENT INCENTIVE Savings (#002)829
  • PLAN AND TRUST (#001)624
Total 1,453Click row to drill in

Benefits portfolio analytics

1 plan / $756K premiums / 665 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$419K
  • Dental$337K
  • Life$316K
  • Long-term disability$316K
Total $756K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA45%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY42%
  • FIRST STOP HEALTH10%
  • LIFEGUIDES, PBC2%
  • BREE HEALTH2%
Total $756K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $98K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOCIETY FOR HUMAN RESOURCE MANAGEMENT INCENTIVE SAVINGS PLAN

401k

Assets$107.3M
Participants829
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOCIETY FOR HUMAN RESOURCE MANAGEMENT PENSION PLAN AND TRUST

TraditionalDB

Assets$89.0M
Participants624
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLAN

Mixed - NATIONAL GUARDIAN LIFE INSURANCE COMPANY

Premiums$756K
Covered lives665
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOCIETY FOR HUMAN RESOURCE MANAGEMENT INCENTIVE SAVINGS PLAN401k$107.3M8292024
001SOCIETY FOR HUMAN RESOURCE MANAGEMENT PENSION PLAN AND TRUSTTraditionalDB$89.0M6242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLANMixedNATIONAL GUARDIAN LIFE INSURANCE COMPANY$756K6652025
Retirement plans
Welfare plans
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