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Sponsor portfolio

HUBBARD HILL ESTATES, INC.

EIN 35-1362157-hospital & health care-Latest filing 2025
Plans
5
Retirement
1
$3.1M assets
Welfare
4
$741K premiums
Participants
811
28070 COUNTY ROAD 24 WEST - ELKHART, IN 46517866-295-6260LinkedIn1-10 employeeshospital & health care
Plans on this EIN
5 filings
#001403b-$3.1M - 245 part#503Fully Insured-$461K - 226 lives#504Mixed-$205K - 215 lives#501Fully Insured-$37K - 151 lives#502Fully Insured-$37K - 151 lives

Benefits portfolio analytics

4 plans / $741K premiums / 743 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$494K
  • Health$382K
  • Dental$154K
  • Vision$154K
  • Other$51K
  • Life$44K
  • +2 more
Total $741K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • SWISSRE ACCIDENT & HEALTH RISK SOLUTIONS, LLC52%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY33%
  • FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY15%
Total $741K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • GIBSON INSURANCE AGENCY, INC.76%
  • THE HORTON GROUP10%
  • JAMES R NELLIGAN & ASSOCIATES LLC9%
  • TOTALIS BENEFITS5%
Total $78K4 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

HUBBARD HILL ESTATES INC. RETIREMENT PLAN

403b

Assets$3.1M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HUBBARD HILL ESTATES, INC. MEDICAL PLAN

Fully Insured - SWISSRE

Premiums$461K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HUBBARD HILL ESTATES INC EMPLOYEE BENEFIT PLAN (504)

Mixed - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

Premiums$205K
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HUBBARD HILL ESTATES, INC. LIFE PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$37K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HUBBARD HILL ESTATES, INC. SHORT TERM DISABILITY PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$37K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HUBBARD HILL ESTATES INC. RETIREMENT PLAN403b$3.1M2452024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HUBBARD HILL ESTATES, INC. MEDICAL PLANFully InsuredSWISSRE$461K2262025
504HUBBARD HILL ESTATES INC EMPLOYEE BENEFIT PLAN (504)MixedFAIR AMERICAN INSURANCE AND REINSURANCE COMPANY$205K2152025
501HUBBARD HILL ESTATES, INC. LIFE PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$37K1512025
502HUBBARD HILL ESTATES, INC. SHORT TERM DISABILITY PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$37K1512025
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