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Sponsor portfolio

HBC MANAGEMENT SERVICES, INC.

EIN 51-0548541-Latest filing 2025
Plans
3
Retirement
1
$17.1M assets
Welfare
2
$712K premiums
Participants
2,232
485 DEVON PARK DRIVE, SUITE 109 - WAYNE, PA 19087610-225-2626
Plans on this EIN
3 filings
#001401k-$17.1M - 1,397 part#502Mixed-$358K - 609 lives#501Self Funded-$354K - 239 lives

Benefits portfolio analytics

2 plans / $712K premiums / 848 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$354K
  • Dental$173K
  • Short-term disability$173K
  • Other$171K
  • Long-term disability$134K
  • Life$125K
Total $712K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY37%
  • UNITED STATES FIRE INSURANCE COMPANY35%
  • UNITEDHEALTHCARE INSURANCE COMPANY14%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
Total $712K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • BROWN & BROWN INSURANCE SERVICES87%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC13%
Total $99K2 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 HANA GROUP II, INC. RETIREMENT PLAN

401k

Assets$17.1M
Participants1,397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HBC MANAGEMENT SERVICES, INC. DBA THE HANA GROUP, INC. GROUP INSURANCE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$358K
Covered lives609
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HBC MANAGEMENT SERVICES, INC. DBA THE HANA GROUP, INC. GROUP HEALTH BENEFIT PLAN

Self Funded - CRUM & FORSTER

Premiums$354K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE HANA GROUP II, INC. RETIREMENT PLAN401k$17.1M1,3972024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HBC MANAGEMENT SERVICES, INC. DBA THE HANA GROUP, INC. GROUP INSURANCE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$358K6092025
501HBC MANAGEMENT SERVICES, INC. DBA THE HANA GROUP, INC. GROUP HEALTH BENEFIT PLANSelf FundedCRUM & FORSTER$354K2392025
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