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Sponsor portfolioTH

HOFFMAN & HOFFMAN, INC.

EIN 56-0667189-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
1
$406.2M assets
Welfare
2
$858K premiums
Participants
3,603
3816 PATTERSON STREET - GREENSBORO, NC 27407336-252-1770hoffman-hoffman.comLinkedIn501-1000 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#001ESOP-$406.2M - 1,222 part#501Mixed-$858K - 1,888 lives#001Fully Insured-2 lives

Benefits portfolio analytics

2 plans / $858K premiums / 1,890 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$472K
  • Life$255K
  • Short-term disability$147K
  • Long-term disability$145K
  • Vision$94K
Total $858K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA85%
  • COMMUNITY EYE CARE11%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD4%
Total $858K3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • DIGITAL INSURANCE LLC70%
  • ENROLLEASE18%
  • MARSH & MCLENNAN AGENCY LLC5%
  • KISTLER TIFFANY BENEFITS3%
  • RUTH A ANDERSON2%
  • +1 more
Total $158K6 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

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$858K
Covered lives1,888
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 PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$858K1,8882025
001HOFFMAN HOFFMAN INC EMPLOYEE STOCK OWNERSHIP PLANFully InsuredMASS MUTUAL LIFE INS COMPANY$022024
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