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  2. HEICO HOLDING, INC.
Sponsor portfolio

HEICO HOLDING, INC.

EIN 36-1622665-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$437.5M assets
Welfare
1
$6.8M premiums
Participants
12,274
27501 BELLA VISTA PARKWAY - WARRENVILLE, IL 60555630-353-5000LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#003401k-$437.5M - 7,381 part#510Mixed-$6.8M - 10,001 lives

Benefits portfolio analytics

1 plan / $6.8M premiums / 10,001 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Other$3.0M
  • Life$3.0M
  • Short-term disability$3.0M
  • Long-term disability$3.0M
Total $6.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • KAISER FOUNDATION HEALTH PLAN INC56%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY43%
  • CURALINC HEALTHCARE1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $6.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $157K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HEICO HOLDING, INC. 401(K) PLAN

401k

Assets$437.5M
Participants7,381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

HEICO HOLDING INC WELFARE BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$6.8M
Covered lives10,001
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HEICO HOLDING, INC. 401(K) PLAN401k$437.5M7,3812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510HEICO HOLDING INC WELFARE BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$6.8M10,0012024
Retirement plans
Welfare plans
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