Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.2M
- Long-term disability$432K
- Health$348K
- Prescription drug$348K
- Other$317K
- Vision$274K
Sponsor portfolio
H&R BLOCK MANAGEMENT, LLC
EIN 43-1632589individual & family servicesLatest filing 2024
Plans
2
Retirement
1
$1.06B assets
Welfare
1
$2.6M premiums
Participants
102,510
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 / $2.6M premiums / 48,058 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA67%
- 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$1.06B
Participants27,766
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$2.6M
Covered lives48,058
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 | $1.06B | 27,766 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | H&R BLOCK HEALTH & WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2.6M | 48,058 | 2024 |
Retirement plans
Welfare plans