Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$307K
- Vision$307K
- Life$307K
- Short-term disability$307K
- Long-term disability$307K
- Other$307K
Sponsor portfolio
HENRY INVESTMENT GROUP, LLC
EIN 45-3341907investment managementLatest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$307K premiums
Participants
526
900 PARKER SQUARE ROAD SUITE 250 - FLOWER MOUND, TX 75028972-885-6959henryinvestmentgroup.comLinkedIn501-1000 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $307K premiums / 279 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- HOTCHKISS INSURANCE AGENCY, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HENRY INVESTMENT GROUP 401(K) PLAN
401k
Assets$2.4M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HENRY INVESTMENT GROUP EMPLOYEE WELFARE BENEFITS PLAN
Mixed - GUARDIAN
Premiums$307K
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HENRY INVESTMENT GROUP 401(K) PLAN | 401k | $2.4M | 257 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HENRY INVESTMENT GROUP EMPLOYEE WELFARE BENEFITS PLAN | Mixed | GUARDIAN | $307K | 279 | 2025 |
Retirement plans
Welfare plans