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Sponsor portfolio

TILSON HR, INC.

EIN 35-1954179-human resources-Latest filing 2025
Plans
2
Retirement
1
$52.9M assets
Welfare
1
$2.7M premiums
Participants
3,233
1530 AMERICAN WAY, SUITE 200 - GREENWOOD, IN 46143317-885-3838tilsonhr.comLinkedIn51-200 employeeshuman resources
Plans on this EIN
2 filings
#333401k-$52.9M - 1,456 part#501Fully Insured-$2.7M - 1,808 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 1,808 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNITEDHEALTHCARE INSURANCE COMPANY55%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY41%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • NORTH84, LLC40%
  • THOMPSON RISK II, LLC32%
  • STEALTH PARTNER GROUP LLC12%
  • KEYSTONE INS GROUP, LLC11%
  • TILSON BENEFITS GROUP, LLC5%
Total $242K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

SECURUS 401(K) PLAN

401k

Assets$52.9M
Participants1,456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TILSON HR INC EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives1,808
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333SECURUS 401(K) PLAN401k$52.9M1,4562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TILSON HR INC EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.7M1,8082025
Retirement plans
Welfare plans
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