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  2. HOFFMAN & HOFFMAN, INC.
Sponsor portfolioTH

HOFFMAN & HOFFMAN, INC.

EIN 56-0667189-mechanical or industrial engineering-Latest filing 2024
Plans
3
Retirement
1
$406.2M assets
Welfare
2
$1.3M premiums
Participants
3,485
3816 PATTERSON STREET - GREENSBORO, NC 27407336-292-8777hoffman-hoffman.comLinkedIn501-1000 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#001ESOP-$406.2M - 1,222 part#501Fully Insured-$1.3M - 940 lives#001Fully Insured-2 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 942 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$692K
  • Vision$692K
  • Other$235K
  • Life$194K
  • Health$167K
  • Long-term disability$132K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • METROPOLITAN LIFE INSURANCE COMPANY64%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA34%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
  • MASS GENERAL BRIGHAM HEALTH PLAN0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MARSH & MCLENNAN AGENCY LLC83%
  • DIGITAL INSURANCE LLC10%
  • PLANSOURCE BENEFITS ADMINISTRATION3%
  • ENROLLEASE2%
  • RUTH A ANDERSON1%
  • +2 more
Total $221K7 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

HOFFMAN HOFFMAN INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$406.2M
Participants1,222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOFFMAN & HOFFMAN, INC. EMPLOYEE GROUP HEALTH & WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives940
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

HOFFMAN HOFFMAN INC EMPLOYEE STOCK OWNERSHIP PLAN

Fully Insured - MASS MUTUAL LIFE INS COMPANY

Premiums$0
Covered lives2
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOFFMAN HOFFMAN INC EMPLOYEE STOCK OWNERSHIP PLANESOP$406.2M1,2222024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOFFMAN & HOFFMAN, INC. EMPLOYEE GROUP HEALTH & WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.3M9402024
001HOFFMAN HOFFMAN INC EMPLOYEE STOCK OWNERSHIP PLANFully InsuredMASS MUTUAL LIFE INS COMPANY$022024
Retirement plans
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