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Sponsor portfolio

THE DANIEL AND HENRY CO.

EIN 43-0634945-insurance-Latest filing 2024
Plans
2
Retirement
1
$23.0M assets
Welfare
1
$1.5M premiums
Participants
282
1001 HIGHLANDS PLAZA DR. WEST, SUITE 500 - ST. LOUIS, MO 63110314-421-1525danielandhenry.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#003401k-$23.0M - 146 part#502Fully Insured-$1.5M - 136 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Life$61K
  • Long-term disability$26K
  • Short-term disability$25K
  • Other$2K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MARSH & MCLENNAN AGENCY LLC93%
  • EMPLOYEE NAVIGATOR, LLC7%
Total $34K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE DANIEL AND HENRY CO. SALARY SAVINGS PLAN

401k

Assets$23.0M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE DANIEL AND HENRY COMPANY, INC. WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE

Premiums$1.5M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE DANIEL AND HENRY CO. SALARY SAVINGS PLAN401k$23.0M1462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE DANIEL AND HENRY COMPANY, INC. WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE$1.5M1362024
Retirement plans
Welfare plans
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