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Sponsor portfolio

HOAR HOLDINGS, LLC

EIN 46-0789358-construction-Latest filing 2025
Plans
3
Retirement
1
$128.1M assets
Welfare
2
$677K premiums
Participants
2,840
PO BOX 660400 - BIRMINGHAM, AL 35266205-423-2375LinkedIn501-1000 employeesconstruction
Plans on this EIN
3 filings
#001401k-$128.1M - 1,035 part#501Mixed-$662K - 968 lives#508Fully Insured-$15K - 820 lives

Benefits portfolio analytics

2 plans / $677K premiums / 1,788 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$568K
  • Life$553K
  • Long-term disability$553K
  • Vision$109K
Total $677K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA82%
  • VISION SERVICE PLAN16%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $677K3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • LOCKTON COMPANIES, LLC79%
  • JAMES E. FISHER21%
  • WILLIS TOWERS WATSON US LLC0%
Total $47K3 slices

Plan deep-dives

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

HOAR HOLDINGS, LLC 401(K) RETIREMENT PLAN

401k

Assets$128.1M
Participants1,035
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOAR HOLDINGS, LLC WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$662K
Covered lives968
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

HOAR HOLDINGS, LLC BTA PLAN

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$15K
Covered lives820
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOAR HOLDINGS, LLC 401(K) RETIREMENT PLAN401k$128.1M1,0352024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOAR HOLDINGS, LLC WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$662K9682025
508HOAR HOLDINGS, LLC BTA PLANFully InsuredFEDERAL INSURANCE COMPANY$15K8202025
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