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Sponsor portfolio

HALLMARK BUILDING SUPPLIES, INC.

EIN 39-1209951-Latest filing 2025
Plans
3
Retirement
2
$61.5M assets
Welfare
1
$644K premiums
Participants
421
901 NORTHVIEW ROAD, SUITE 100 - WAUKESHA, WI 53188262-408-4247LinkedIn1-10 employees
Plans on this EIN
3 filings
#001ESOP-$49.6M - 143 part#002401k-$11.9M - 155 part#510Mixed-$644K - 123 lives

Retirement portfolio analytics

2 plans aggregated / $61.5M assets / 298 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • EMPLOYEE STOCK OWNERSHIP (#001)81%
  • SUPPLIES, INC. 401(K) (#002)19%
Total $61.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPLIES, INC. 401(K) (#002)155
  • EMPLOYEE STOCK OWNERSHIP (#001)143
Total 298Click row to drill in

Benefits portfolio analytics

1 plan / $644K premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$499K
  • Other$47K
  • Life$38K
  • Short-term disability$37K
  • Long-term disability$26K
  • Vision$16K
Total $644K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • HCC LIFE INSURANCE COMPANY81%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY16%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $644K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • M3 INSURANCE SOLUTIONS INC92%
  • WATCHTOWER TECHNOLOGIES INC8%
Total $17K2 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

HALLMARK BUILDING SUPPLIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$49.6M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HALLMARK BUILDING SUPPLIES, INC. 401(K) PLAN

401k

Assets$11.9M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

HALLMARK BUILDING SUPPLIES, INC. WELFARE BENEFIT PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$644K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HALLMARK BUILDING SUPPLIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$49.6M1432024
002HALLMARK BUILDING SUPPLIES, INC. 401(K) PLAN401k$11.9M1552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510HALLMARK BUILDING SUPPLIES, INC. WELFARE BENEFIT PLANMixedHCC LIFE INSURANCE COMPANY$644K1232025
Retirement plans
Welfare plans
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