Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $95.3M assets / 2,382 participants
Share of aggregate retirement assets
Active + retired + deferred vested
3 plans / $2.2M premiums / 4,747 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Mixed - SUNLIFE ASSURANCE COMPANY OF CANADA
Fully insured - AMERITAS LIFE INSURANCE CORPORATION
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HO-CHUNK, INC. 401(K) PLAN | 401(k) | $95.0M | 2,279 | 2025 |
| #002 | HO-CHUNK, INC. UNION 401(K) PLAN | 401(k) | $327K | 103 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HO-CHUNK, INC. HEALTH AND WELFARE PLAN | Mixed | SUNLIFE ASSURANCE COMPANY OF CANADA | $1.6M | 2,358 | 2025 |
| #503 | HO-CHUNK, INC. DENTAL AND VISION PLAN | Fully insured | AMERITAS LIFE INSURANCE CORPORATION | $683K | 2,389 | 2024 |
| #504 | HO-CHUNK, INC. FSA | Self-funded | - | $0 | 0 | 2024 |