Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$1.2M
Filings through .
Hinkle Insurance Services
EIN 47-2665525Finance and InsuranceLatest filing 2025
Plans
4
Retirement
3
$4.5M assets
Health & Benefits
1
Participants
10
445 MARINE VIEW AVE, SUITE 300 - DEL MAR, CA 92014800-594-0336
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $4.5M assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HIS DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$2.8M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
HINKLE INSURANCE SERVICES 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$1.2M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
HIS PROFIT SHARING PLAN
Profit-sharing
Assets$566K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
HIS DEFINED BENEFIT PENSION PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HIS DEFINED BENEFIT PENSION PLAN | Traditional DB | $2.8M | 2 | 2025 |
| #003 | HINKLE INSURANCE SERVICES 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $1.2M | 2 | 2025 |
| #001 | HIS PROFIT SHARING PLAN | Profit-sharing | $566K | 4 | 2025 |
- #002 · Traditional DB · 20252
- #003 · 401(k) · 20252
- #001 · Profit-sharing · 20254
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | HIS DEFINED BENEFIT PENSION PLAN | Self-funded | - | $0 | 0 | 2025 |
- #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans