Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HNTB HOLDINGS LTD.
EIN 56-2422024Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
6
Retirement
2
$2.80B assets
Welfare
4
$17.7M premiums
Participants
30,165
715 KIRK DRIVE - KANSAS CITY, MO 64105816-472-1201
Retirement portfolio analytics
2 plans aggregated / $2.80B assets / 17,084 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $17.7M premiums / 11,771 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$8.4M
- Other$6.7M
- Life$5.9M
- Long-term disability$5.9M
- Health$2.6M
- Dental$50K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- SUN LIFE ASSURANCE COMPANY OF CANADA51%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY33%
- KAISER FOUNDATION HEALTH PLAN INC10%
- HUMANA INSURANCE COMPANY4%
- COMBINED INSURANCE COMPANY OF AMERICA1%
- +2 more
Broker market share
Schedule A broker compensation
80%top
- IMA, INC.80%
- LOCKTON COMPANIES, LLC18%
- LONG TERM CARE SOLUTIONS, INC.2%
- BENESYS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
HNTB OWNERSHIP PLAN
ESOP
Assets$2.18B
Participants8,663
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HNTB RETIREMENT AND SAVINGS PLAN
401k
Assets$623.0M
Participants8,421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
HNTB HOLDINGS LTD GROUP ANCILLARY BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$6.7M
Covered lives6,391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
HNTB EMPLOYEE HEALTH CARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$6.0M
Covered lives5,204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
HNTB RETIREE HEALTH CARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$5.0M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518
HNTB FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HNTB OWNERSHIP PLAN | ESOP | $2.18B | 8,663 | 2024 | |
| 002 | HNTB RETIREMENT AND SAVINGS PLAN | 401k | $623.0M | 8,421 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | HNTB HOLDINGS LTD GROUP ANCILLARY BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6.7M | 6,391 | 2024 | |
| 520 | HNTB EMPLOYEE HEALTH CARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $6.0M | 5,204 | 2024 | |
| 516 | HNTB RETIREE HEALTH CARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $5.0M | 176 | 2024 | |
| 518 | HNTB FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans