Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HORIZONTAL INTEGRATION, INC.
EIN 36-3986047Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$22.9M assets
Welfare
1
$184K premiums
Participants
950
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $22.9M assets / 739 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $184K premiums / 405 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$156K
- Life$144K
- Long-term disability$144K
- Vision$28K
Carrier market share
Premium dollars by Schedule A carrier
85%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA85%
- EYEMED VISION CARE15%
Broker market share
Schedule A broker compensation
87%top
- USI INSURANCE SERVICES LLC87%
- BENEFIT TECHNOLOGY RESOURCES, LLC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN
401k
Assets$19.6M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HORIZONTAL INTEGRATION CONSULTANT RETIREMENT PLAN
401k
Assets$3.3M
Participants418
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HORIZONTAL INTEGRATION WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$184K
Covered lives405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN | 401k | $19.6M | 321 | 2024 | |
| 002 | HORIZONTAL INTEGRATION CONSULTANT RETIREMENT PLAN | 401k | $3.3M | 418 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HORIZONTAL INTEGRATION WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $184K | 405 | 2025 |
Retirement plans
Welfare plans