Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Vision$1.3M
- Prescription drug$1.3M
- Life$101K
- Short-term disability$101K
- +2 more
Sponsor portfolio
HERREN ASSOCIATES, INC.
EIN 54-1503272management consultingLatest filing 2025
Plans
2
Retirement
1
$22.2M assets
Welfare
1
$1.4M premiums
Participants
378
1220 12TH STREET SE SUITE 310 - WASHINGTON, DC 20003571-435-4892jlha.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 214 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
84%top
- MARSH & MCLENNAN AGENCY LLC84%
- POTOMAC BASIN GROUP ASSOC LLC14%
- NFP INSURANCE SERVICES INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HERREN ASSOCIATES 401(K) PLAN
401k
Assets$22.2M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERREN ASSOCIATES, INC. WELFARE BENEFIT PLAN
Fully Insured - CAREFIRST BLUECHOICE, INC.
Premiums$1.4M
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERREN ASSOCIATES 401(K) PLAN | 401k | $22.2M | 226 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERREN ASSOCIATES, INC. WELFARE BENEFIT PLAN | Fully Insured | CAREFIRST BLUECHOICE, INC. | $1.4M | 214 | 2025 |
Retirement plans
Welfare plans