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Sponsor portfolio

HELLERMANNTYTON

EIN 39-1154824-Latest filing 2025
Plans
2
Retirement
1
$100.5M assets
Welfare
1
$622K premiums
Participants
1,927
7930 NORTH FAULKNER ROAD - MILWAUKEE, WI 53224414-355-1130
Plans on this EIN
2 filings
#001401k-$100.5M - 997 part#501Mixed-$622K - 930 lives

Benefits portfolio analytics

1 plan / $622K premiums / 930 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$385K
  • Long-term disability$385K
  • Other$385K
  • Health$164K
  • Vision$73K
Total $622K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY62%
  • ARMADACARE26%
  • UNITED HEALTHCARE INSURANCE COMPANY12%
Total $622K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $77K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HELLERMANNTYTON CORPORATION 401(K) RETIREMENT AND PROFIT SHARING PLAN

401k

Assets$100.5M
Participants997
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HELLERMANNTYTON CORPORATION HEALTH & WELFARE PROGRAM

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$622K
Covered lives930
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HELLERMANNTYTON CORPORATION 401(K) RETIREMENT AND PROFIT SHARING PLAN401k$100.5M9972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HELLERMANNTYTON CORPORATION HEALTH & WELFARE PROGRAMMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$622K9302025
Retirement plans
Welfare plans
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