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Sponsor portfolio

HENDRIX-ISA LLC

EIN 35-2523757-farming-Latest filing 2025
Plans
3
Retirement
1
$3.8M assets
Welfare
2
$1.7M premiums
Participants
407
621 STEVENS ROAD - EPHRATA, PA 17522717-738-0424hendrix-isa.comLinkedIn1-10 employeesfarming
Plans on this EIN
3 filings
#001401k-$3.8M - 155 part#501Fully Insured-$1.5M - 207 lives#502Fully Insured-$189K - 241 lives

Benefits portfolio analytics

2 plans / $1.7M premiums / 448 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Vision$1.5M
  • Prescription drug$1.5M
  • Dental$189K
  • Life$189K
  • Short-term disability$189K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • ASSUREDPARTNERS60%
  • GCG FINANCIAL LLC39%
  • PATRICK MORAN1%
Total $34K3 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

HENDRIX-ISA, LLC 401(K) PLAN

401k

Assets$3.8M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HENDRIX-ISA LLC HEALTH AND WELFARE PLAN

Fully Insured - HIGHMARK, INC.

Premiums$1.5M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HENDRIX-ISA LLC HEALTH AND WELFARE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$189K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HENDRIX-ISA, LLC 401(K) PLAN401k$3.8M1552024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HENDRIX-ISA LLC HEALTH AND WELFARE PLANFully InsuredHIGHMARK, INC.$1.5M2072025
502HENDRIX-ISA LLC HEALTH AND WELFARE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$189K2412025
Retirement plans
Welfare plans
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