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HOLLISTER INCORPORATED

EIN 36-2404865-medical devices-Latest filing 2024
Plans
7
Retirement
3
$580.1M assets
Welfare
4
$1.4M premiums
Participants
6,982
2000 HOLLISTER DRIVE - LIBERTYVILLE, IL 60048847-680-1000hollister.comLinkedIn1001-5000 employeesmedical devices
Plans on this EIN
7 filings
#003401k-$554.5M - 1,723 part#002TraditionalDB-$21.9M - 382 part#005401k-$3.8M - 113 part#505Fully Insured-$428K - 1,371 lives#501Fully Insured-$398K - 3,518 lives#506Fully Insured-$362K - 1,254 lives#507Fully Insured-$191K - 1,371 lives

Retirement portfolio analytics

3 plans aggregated / $580.1M assets / 2,218 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • 401(K) RETIREMENT Savings (#003)96%
  • BARGAINING UNIT EMPLOYEES (#002)4%
  • BARGAINING UNIT EMPLOYEES. (#005)1%
Total $580.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#003)1,723
  • BARGAINING UNIT EMPLOYEES (#002)382
  • BARGAINING UNIT EMPLOYEES. (#005)113
Total 2,218Click row to drill in

Benefits portfolio analytics

4 plans / $1.4M premiums / 7,514 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$517K
  • Long-term disability$362K
  • Vision$333K
  • Other$164K
  • Health$134K
  • Dental$134K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY68%
  • EYEMED VISION CARE14%
  • FOUR EVER LIFE INSURANCE COMPANY10%
  • COMPSYCH5%
  • ACE AMERICAN INSURANCE COMPANY3%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
Total $146K2 slices

Plan deep-dives

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

HOLLISTER 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$554.5M
Participants1,723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOLLISTER PENSION PLAN AND TRUST FOR KIRKSVILLE, MISSOURI, BARGAINING UNIT EMPLOYEES

TraditionalDB

Assets$21.9M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

HOLLISTER 401(K) RETIREMENT SAVINGS PLAN FOR THE KIRKSVILLE MISSOURI BARGAINING UNIT EMPLOYEES.

401k

Assets$3.8M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

GROUP LIFE/ACCIDENTAL DEATH OR DISMEMBERMENT/SURVIVOR INCOME INSURANCE PLAN FOR THE HOLLISTER GROUP OF COMPANIES

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$428K
Covered lives1,371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WELFARE BENEFIT PLAN AND CAFETERIA PLAN FOR THE HOLLISTER INCORPORATED GROUP OF COMPANIES

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$398K
Covered lives3,518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

LONG TERM DISABILITY PLAN FOR THE HOLLISTER INCORPORATED GROUP OF COMPANIES

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$362K
Covered lives1,254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

SUPPLEMENTAL LIFE INSURANCE PLAN FOR THE HOLLISTER INCORPORATED GROUP OF COMPANIES

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$191K
Covered lives1,371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003HOLLISTER 401(K) RETIREMENT SAVINGS PLAN401k$554.5M1,7232024
002HOLLISTER PENSION PLAN AND TRUST FOR KIRKSVILLE, MISSOURI, BARGAINING UNIT EMPLOYEESTraditionalDB$21.9M3822024
005HOLLISTER 401(K) RETIREMENT SAVINGS PLAN FOR THE KIRKSVILLE MISSOURI BARGAINING UNIT EMPLOYEES.401k$3.8M1132024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
505GROUP LIFE/ACCIDENTAL DEATH OR DISMEMBERMENT/SURVIVOR INCOME INSURANCE PLAN FOR THE HOLLISTER GROUP OF COMPANIESFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$428K1,3712024
501WELFARE BENEFIT PLAN AND CAFETERIA PLAN FOR THE HOLLISTER INCORPORATED GROUP OF COMPANIESFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$398K3,5182024
506LONG TERM DISABILITY PLAN FOR THE HOLLISTER INCORPORATED GROUP OF COMPANIESFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$362K1,2542024
507SUPPLEMENTAL LIFE INSURANCE PLAN FOR THE HOLLISTER INCORPORATED GROUP OF COMPANIESFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$191K1,3712024
Retirement plans
Welfare plans
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