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Sponsor portfolio

THE HC COMPANIES INC.

EIN 47-2709414-Latest filing 2025
Plans
2
Retirement
1
$26.5M assets
Welfare
1
$328K premiums
Participants
1,064
2450 EDISON BOULEVARD, SUITE 3 - TWINSBURG, OH 44087800-225-7712
Plans on this EIN
2 filings
#001401k-$26.5M - 599 part#501Mixed-$328K - 592 lives

Benefits portfolio analytics

1 plan / $328K premiums / 592 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$291K
  • Long-term disability$256K
  • Other$256K
  • Vision$36K
  • Short-term disability$36K
Total $328K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA89%
  • EYEMED VISION CARE11%
Total $328K2 slices

Broker market share

Schedule A broker compensation

Split broker
111%top
  • THE JAMES B OSWALD COMPANY111%
  • CENTRO BENEFITS RESEARCH LLC6%
  • ASSUREX GLOBAL CORPORATION1%
  • WILLIS TOWERS WATSON US LLC-17%
Total $15K4 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

THE HC COMPANIES, INC. 401(K) PLAN

401k

Assets$26.5M
Participants599
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HC COMPANIES BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$328K
Covered lives592
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE HC COMPANIES, INC. 401(K) PLAN401k$26.5M5992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HC COMPANIES BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$328K5922025
Retirement plans
Welfare plans
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