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  2. HUNGERFORD, ALDRIN, NICHOLS & CARTER P.C. DBA HUNGERFORD NICHOLS
Sponsor portfolio

HUNGERFORD, ALDRIN, NICHOLS & CARTER P.C. DBA HUNGERFORD NICHOLS

EIN 38-2184825-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$138K premiums
Participants
351
2910 LUCERNE DR SE - GRAND RAPIDS, MI 49546616-949-3200
Plans on this EIN
2 filings
#001401k-$17.3M - 200 part#501Mixed-$138K - 206 lives

Benefits portfolio analytics

1 plan / $138K premiums / 206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$77K
  • Other$49K
  • Life$40K
  • Long-term disability$40K
  • Vision$12K
  • Short-term disability$9K
Total $138K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • DELTA DENTAL OF CALIFORNIA56%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY29%
  • EYEMED VISION CARE9%
  • AFLAC7%
Total $138K4 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • HUB INTERNATIONAL MIDWEST LIMITED79%
  • BENEFIT PROFILES INC14%
  • NFP INSURANCE SERVICES INC3%
  • LEANN P DAVIDSON1%
  • MJ INSURANCE1%
  • +3 more
Total $18K8 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

HUNGERFORD NICHOLS INVESTMENT PLAN AND TRUST

401k

Assets$17.3M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HUNGERFORD NICHOLS HEALTH & WELFARE PLAN

Mixed - DELTA DENTAL OF MICHIGAN

Premiums$138K
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HUNGERFORD NICHOLS INVESTMENT PLAN AND TRUST401k$17.3M2002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HUNGERFORD NICHOLS HEALTH & WELFARE PLANMixedDELTA DENTAL OF MICHIGAN$138K2062024
Retirement plans
Welfare plans
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