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
Filings through .
Hertz Associates Ltd.
EIN 42-0867198Agriculture, Forestry, Fishing and HuntingLatest filing 2025
Plans
3
Retirement
1
$70.9M assets
Health & Benefits
2
$2.6M premiums
Participants
536
415 S 11TH STREET - NEVADA, IA 50201515-382-7903
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $2.6M premiums / 296 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HERTZ ASSOCIATES LTD. PROFIT SHARING PLAN
401(k)
Assets$70.9M
Participants240
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
HERTZ ASSOCIATES LTD HEALTH INSURANCE PLAN
Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Premiums$2.5M
Covered lives125
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
HERTZ ASSOCIATES LTD LIFE AND LTD INSURANCE PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$128K
Covered lives171
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HERTZ ASSOCIATES LTD. PROFIT SHARING PLAN | 401(k) | $70.9M | 240 | 2025 |
- #001 · 401(k) · 2025240
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | HERTZ ASSOCIATES LTD HEALTH INSURANCE PLAN | Mixed | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $2.5M | 125 | 2025 |
| #503 | HERTZ ASSOCIATES LTD LIFE AND LTD INSURANCE PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $128K | 171 | 2025 |
- #504 · Mixed · WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · 2025125
- #503 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025171
Retirement plans
Health & Benefits plans