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Sponsor portfolio

H&CO, LLP

EIN 47-2427769-Latest filing 2025
Plans
2
Retirement
1
$5.0M assets
Welfare
1
$1.3M premiums
Participants
406
2320 PONCE DE LEON BOULEVARD - CORAL GABLES, FL 33134305-974-1033
Plans on this EIN
2 filings
#002401k-$5.0M - 230 part#501Fully Insured-$1.3M - 176 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$167K
  • Vision$167K
  • Life$167K
  • Short-term disability$167K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CURATIVE INSURANCE COMPANY87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $96K1 slice

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&CO LLP 401(K) PLAN

401k

Assets$5.0M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

H&CO, LLP WELFARE BENEFIT PLAN

Fully Insured - CURATIVE INSURANCE COMPANY

Premiums$1.3M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002H&CO LLP 401(K) PLAN401k$5.0M2302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501H&CO, LLP WELFARE BENEFIT PLANFully InsuredCURATIVE INSURANCE COMPANY$1.3M1762025
Retirement plans
Welfare plans
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