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Sponsor portfolio

HERTZ ASSOCIATES LTD

EIN 42-0867198-Latest filing 2025
Plans
3
Retirement
1
$62.4M assets
Welfare
2
$2.6M premiums
Participants
544
415 S 11TH ST - NEVADA, IA 502012758515-382-6596
Plans on this EIN
3 filings
#001401k-$62.4M - 248 part#504Mixed-$2.5M - 125 lives#503Fully Insured-$128K - 171 lives

Benefits portfolio analytics

2 plans / $2.6M premiums / 296 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Vision$2.3M
  • Long-term disability$76K
  • Life$52K
Total $2.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • AUXIANT9%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • GROUP BENEFITS LTD51%
  • AUXIANT30%
  • AMERICAS FINANCIAL CONSULTANTS19%
Total $43K3 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

HERTZ ASSOCIATES LTD. PROFIT SHARING PLAN

401k

Assets$62.4M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HERTZ ASSOCIATES LTD HEALTH INSURANCE PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$2.5M
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HERTZ ASSOCIATES LTD LIFE AND LTD INSURANCE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$128K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERTZ ASSOCIATES LTD. PROFIT SHARING PLAN401k$62.4M2482024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504HERTZ ASSOCIATES LTD HEALTH INSURANCE PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$2.5M1252025
503HERTZ ASSOCIATES LTD LIFE AND LTD INSURANCE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$128K1712025
Retirement plans
Welfare plans
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