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Sponsor portfolio

HMA GROUP HOLDINGS, LLC

EIN 42-0985055-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$245.4M assets
Welfare
1
$1.6M premiums
Participants
2,446
PO BOX 9207 - DES MOINES, IA 503069207515-989-5556
Plans on this EIN
2 filings
#001401k-$245.4M - 1,451 part#515Mixed-$1.6M - 1,228 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Other$1.4M
  • Long-term disability$1.4M
  • Vision$140K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • STANDARD INSURANCE COMPANY87%
  • VISION SERVICE PLAN9%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
  • EMPLOYEE & FAMILY RESOURCES, INC.1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • AVANT SPECIALTY BENEFITS LLC76%
  • HOLMES MURPHY & ASSOCIATES24%
Total $91K2 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

HMA GROUP HOLDINGS, LLC 401(K) PLAN

401k

Assets$245.4M
Participants1,451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

HMA GROUP HOLDINGS, LLC EMPLOYEE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$1.6M
Covered lives1,228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HMA GROUP HOLDINGS, LLC 401(K) PLAN401k$245.4M1,4512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515HMA GROUP HOLDINGS, LLC EMPLOYEE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$1.6M1,2282024
Retirement plans
Welfare plans
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