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Sponsor portfolioTH

FRIENDSHIP HAVEN INC.

EIN 42-0698245-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$1.3M premiums
Participants
575
420 KENYON RD - FORT DODGE, IA 50501515-573-2121friendshiphaven.orgLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002403b-$6.1M - 381 part#501Mixed-$1.3M - 188 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Vision$178K
  • Life$166K
  • Short-term disability$166K
  • Other$166K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MARSH & MCLENNAN AGENCY LLC71%
  • GIS BENEFITS INC23%
  • WATCHTOWER BENEFITS, LLC6%
Total $36K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FRIENDSHIP HAVEN, INC. EMPLOYEES' PENSION PLAN

403b

Assets$6.1M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRIENDSHIP HAVEN INC. WRAP PLAN

Mixed - WELLMARK HEALTH PLAN OF IOWA

Premiums$1.3M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FRIENDSHIP HAVEN, INC. EMPLOYEES' PENSION PLAN403b$6.1M3812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRIENDSHIP HAVEN INC. WRAP PLANMixedWELLMARK HEALTH PLAN OF IOWA$1.3M1882025
Retirement plans
Welfare plans
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