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Sponsor portfolioTH

HILLIS-CARNES ENGINEERING ASSOCIATES, INC.

EIN 52-1629263-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$102.1M assets
Welfare
1
$211K premiums
Participants
1,506
10975 GUILFORD ROAD, SUITE A - ANNAPOLIS JUNCTION, MD 207011125410-880-4788hcea.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#002ESOP-$72.0M - 591 part#001401k-$30.0M - 528 part#502Mixed-$211K - 387 lives

Retirement portfolio analytics

2 plans aggregated / $102.1M assets / 1,119 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EMPLOYEE STOCK OWNERSHIP (#002)71%
  • ASSOCIATES, INC. 401(K) (#001)29%
Total $102.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)591
  • ASSOCIATES, INC. 401(K) (#001)528
Total 1,119Click row to drill in

Benefits portfolio analytics

1 plan / $211K premiums / 387 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$81K
  • Life$63K
  • Other$63K
  • Short-term disability$38K
  • Vision$26K
  • Health$2K
Total $211K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY86%
  • VISION SERVICE PLAN12%
  • JANUS ASSOCIATES, INC. DBA BHS1%
Total $211K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $38K1 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

HILLIS-CARNES ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$72.0M
Participants591
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HILLIS-CARNES ENGINEERING ASSOCIATES, INC. 401(K) PLAN

401k

Assets$30.0M
Participants528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HILLIS-CARNES ENGINEERING ASSOCIATES, INC. WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$211K
Covered lives387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HILLIS-CARNES ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$72.0M5912024
001HILLIS-CARNES ENGINEERING ASSOCIATES, INC. 401(K) PLAN401k$30.0M5282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HILLIS-CARNES ENGINEERING ASSOCIATES, INC. WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$211K3872025
Retirement plans
Welfare plans
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