Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$142K
- Prescription drug$142K
- Dental$23K
- Vision$23K
- Life$23K
- Short-term disability$23K
- +2 more
Sponsor portfolioTH
HOWARD,WERSHBALE & CO.
EIN 34-1663157Latest filing 2025
Plans
2
Retirement
1
$35.5M assets
Welfare
1
$169K premiums
Participants
194
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $169K premiums / 142 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
76%top
- USI INSURANCE SERVICES LLC76%
- BERSON-SOKOL AGENCY INC24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOWARD, WERSHBALE & CO. PROFIT SHARING & 401(K) PLAN AND TRUST
401k
Assets$35.5M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOWARD,WERSHBALE & CO. EMPLOYEE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$169K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOWARD, WERSHBALE & CO. PROFIT SHARING & 401(K) PLAN AND TRUST | 401k | $35.5M | 194 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOWARD,WERSHBALE & CO. EMPLOYEE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $169K | 142 | 2025 |
Retirement plans
Welfare plans