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Sponsor portfolioTH

HONKAMP KRUEGER & CO., P.C.

EIN 42-0946155-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$66.3M assets
Welfare
1
$2.0M premiums
Participants
901
2345 JOHN F KENNEDY ROAD - DUBUQUE, IA 52002563-556-0123
Plans on this EIN
2 filings
#001401k-$66.3M - 485 part#505Mixed-$2.0M - 276 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.7M
  • Dental$118K
  • Long-term disability$81K
  • Life$17K
  • Other$17K
  • Vision$17K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE1%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • BLUE CROSS BLUE SHIELD OF FLORIDA47%
  • MUTUAL MED INSURANCE SERVICES20%
  • COTTINGHAM & BUTLER20%
  • TRICOR LLC13%
Total $47K4 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

HONKAMP KRUEGER & CO 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$66.3M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HONKAMP KRUEGER & CO., P.C.

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$2.0M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HONKAMP KRUEGER & CO 401(K) PROFIT SHARING PLAN AND TRUST401k$66.3M4852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HONKAMP KRUEGER & CO., P.C.MixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$2.0M2762024
Retirement plans
Welfare plans
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