Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HANBURY EVANS WRIGHT VLATTAS AND COMPANY
EIN 54-1099578Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$41.2M assets
Welfare
1
$1.4M premiums
Participants
491
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $41.2M assets / 340 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 217 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Life$150K
- Short-term disability$150K
- Long-term disability$150K
- Other$150K
- Dental$89K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
83%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- PRINCIPAL LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
100%top
- THE FRIEDEN AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HANBURY EVANS WRIGHT VLATTAS + COMPANY PROFIT SHARING PLAN
401k
Assets$27.7M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HANBURY EVANS WRIGHT VLATTAS + COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$13.5M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HANBURY EVANS WRIGHT VLATTAS & COMPANY HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HANBURY EVANS WRIGHT VLATTAS + COMPANY PROFIT SHARING PLAN | 401k | $27.7M | 180 | 2025 | |
| 002 | HANBURY EVANS WRIGHT VLATTAS + COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.5M | 160 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HANBURY EVANS WRIGHT VLATTAS & COMPANY HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.4M | 217 | 2025 |
Retirement plans
Welfare plans