Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.1M
- Prescription drug$6.1M
- Life$457K
- Short-term disability$457K
- Long-term disability$457K
- Other$457K
- +2 more
Sponsor portfolio
HAFELE AMERICA CO.
EIN 56-1952217computer softwareLatest filing 2025
Plans
2
Retirement
1
$53.1M assets
Welfare
1
$7.0M premiums
Participants
1,161
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.0M premiums / 833 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- RELIASTAR LIFE INSURANCE COMPANY7%
- DELTA DENTAL OF CALIFORNIA5%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
62%top
- LISA HAMLETT62%
- USI INSURANCE SERVICES LLC35%
- MOSAIC GROUP SERVICES4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HAFELE AMERICA CO. RETIREMENT SAVINGS AND PROFIT SHARING PLAN
401k
Assets$53.1M
Participants656
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HAFELE AMERICA CO.
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$7.0M
Covered lives833
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAFELE AMERICA CO. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | 401k | $53.1M | 656 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HAFELE AMERICA CO. | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $7.0M | 833 | 2025 |
Retirement plans
Welfare plans