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Sponsor portfolio

HFW COMPANIES, LLC

EIN 39-2969897-Finance and Insurance-Latest filing 2025
Plans
7
Retirement
1
$1.8M assets
Welfare
6
$769K premiums
Participants
3,693
231 S. BEMISTON AVENUE, SUITE 800 - ST. LOUIS, MO 63105618-567-9951
Plans on this EIN
7 filings
#001401k-$1.8M - 57 part#503Fully Insured-$322K - 600 lives#505Fully Insured-$191K - 600 lives#502Fully Insured-$115K - 600 lives#506Mixed-$77K - 600 lives#504Fully Insured-$64K - 600 lives#507Self Funded-0 lives

Benefits portfolio analytics

6 plans / $769K premiums / 3,000 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$383K
  • Dental$322K
  • Short-term disability$191K
  • Long-term disability$191K
  • Life$115K
  • Vision$64K
Total $769K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $769K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $115K1 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

HFW HOLDINGS 401(K) PLAN

401k

Assets$1.8M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HFW HOLDINGS, LLC DENTAL PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$322K
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

HFW HOLDINGS, LLC DISABILITY PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$191K
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HFW HOLDINGS, LLC LIFE & AD&D PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$115K
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

HFW HOLDINGS, LLC ANCILLARY PLANS

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$77K
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HFW HOLDINGS, LLC VISION PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$64K
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

HFW HOLDINGS, LLC MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HFW HOLDINGS 401(K) PLAN401k$1.8M572025

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HFW HOLDINGS, LLC DENTAL PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$322K6002025
505HFW HOLDINGS, LLC DISABILITY PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$191K6002025
502HFW HOLDINGS, LLC LIFE & AD&D PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$115K6002025
506HFW HOLDINGS, LLC ANCILLARY PLANSMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$77K6002025
504HFW HOLDINGS, LLC VISION PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$64K6002025
507HFW HOLDINGS, LLC MEDICAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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