Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.6M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Vision$133K
Sponsor portfolio
HENDRICKS HOLDING COMPANY, INC.
EIN 39-2016366investment managementLatest filing 2025
Plans
2
Retirement
1
$73.6M assets
Welfare
1
$1.7M premiums
Participants
4,152
690 THIRD STREET, SUITE 300 - BELOIT, WI 53511608-713-4295LinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 1,736 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
- FIRST STOP HEALTH10%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HENDRICKS GROUP 401(K) PLAN
401k
Assets$73.6M
Participants2,416
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HENDRICKS GROUP HEALTH & WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives1,736
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HENDRICKS GROUP 401(K) PLAN | 401k | $73.6M | 2,416 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HENDRICKS GROUP HEALTH & WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.7M | 1,736 | 2025 |
Retirement plans
Welfare plans