Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.1M
- Long-term disability$445K
- Health$360K
- Prescription drug$360K
- Other$322K
- Vision$272K
Sponsor portfolio
H&R BLOCK MANAGEMENT, LLC
EIN 43-1632589individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$1.20B assets
Welfare
1
$2.5M premiums
Participants
28,958
ONE H AND R BLOCK WAY - KANSAS CITY, MO 64105816-854-3000LinkedIn10001+ employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 60,757 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA66%
- KAISER FOUNDATION HEALTH PLAN INC14%
- VISION SERVICE PLAN11%
- HEALTH ADVOCATE SOLUTIONS, INC.6%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
H & R BLOCK RETIREMENT SAVINGS PLAN
401k
Assets$1.20B
Participants26,339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
H&R BLOCK HEALTH & WELFARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$2.5M
Covered lives60,757
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | H & R BLOCK RETIREMENT SAVINGS PLAN | 401k | $1.20B | 26,339 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | H&R BLOCK HEALTH & WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2.5M | 60,757 | 2025 |
Retirement plans
Welfare plans