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Sponsor portfolio

HILLCREST FAMILY SERVICES

EIN 42-0680411-mental health care-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$261K premiums
Participants
313
2005 ASBURY RD - DUBUQUE, IA 520013042563-583-7357hillcrest-fs.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#005401k-$9.3M - 206 part#504Mixed-$261K - 136 lives

Benefits portfolio analytics

1 plan / $261K premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$261K
  • Dental$146K
  • Vision$146K
  • Life$115K
  • Short-term disability$115K
  • Long-term disability$115K
Total $261K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • METROPOLITAN LIFE INSURANCE COMPANY56%
  • HARTFORD LIFE AND ACCIDENT44%
Total $261K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $35K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

HILLCREST FAMILY SERVICES UNION AND NON-UNION 401(K) PLAN

401k

Assets$9.3M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HILLCREST FAMILY SERVICES GROUP HEALTH AND WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$261K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005HILLCREST FAMILY SERVICES UNION AND NON-UNION 401(K) PLAN401k$9.3M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504HILLCREST FAMILY SERVICES GROUP HEALTH AND WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$261K1362025
Retirement plans
Welfare plans
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