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Sponsor portfolio

HARTFIELD ACADEMY, INC.

EIN 45-2712832-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$2.3M assets
Welfare
1
$8K premiums
Participants
379
1240 LUCKNEY ROAD - FLOWOOD, MS 39232601-992-5333hartfield.orgLinkedIn1-10 employeesprimary/secondary education
Plans on this EIN
2 filings
#001401k-$2.3M - 234 part#501Fully Insured-$8K - 145 lives

Benefits portfolio analytics

1 plan / $8K premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$8K
  • Other$8K
Total $8K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $8K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $1K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HARTFIELD ACADEMY, INC. 401(K) PLAN

401k

Assets$2.3M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARTFIELD ACADEMY, INC. LIFE INSURANCE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$8K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARTFIELD ACADEMY, INC. 401(K) PLAN401k$2.3M2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARTFIELD ACADEMY, INC. LIFE INSURANCE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$8K1452025
Retirement plans
Welfare plans
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