PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. H.J. Russell & Company
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

H.J. Russell & Company

EIN 58-0829071-Construction-Latest filing 2025
Plans
3
Retirement
1
$38.1M assets
Health & Benefits
2
$885K premiums
Participants
2,585
171 17TH STREET NW, SUITE 1600 - ATLANTA, GA 30363404-330-1003
Plans on this EIN
3 filings
#001401(k)-$38.1M - 1,697 part#502Self-funded-$885K - 196 lives#503Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $885K premiums / 196 covered lives

See carrier market share with Pro.
Pro unlocks:
  • Top carriers and their premium share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

H.J. RUSSELL & COMPANY EMPLOYEES' RETIREMENT & SAVINGS PLAN

401(k)

Assets$38.1M
Participants1,697
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

H. J. RUSSELL & COMPANY GROUP HEALTH AND FLEXIBLE BENEFITS PLAN

Self-funded - HCC LIFE INSURANCE COMPAN

Premiums$885K
Covered lives196
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

H.J. RUSSELL & COMPANY AND AFFILIATED COMPANIES SHORT AND LONG TERM DISABILITY PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001H.J. RUSSELL & COMPANY EMPLOYEES' RETIREMENT & SAVINGS PLAN401(k)$38.1M1,6972025
  • H.J. RUSSELL & COMPANY EMPLOYEES' RETIREMENT & SAVINGS PLAN$38.1M
    #001 · 401(k) · 20251,697

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502H. J. RUSSELL & COMPANY GROUP HEALTH AND FLEXIBLE BENEFITS PLANSelf-fundedHCC LIFE INSURANCE COMPAN$885K1962025
#503H.J. RUSSELL & COMPANY AND AFFILIATED COMPANIES SHORT AND LONG TERM DISABILITY PLANSelf-funded-$002025
  • H. J. RUSSELL & COMPANY GROUP HEALTH AND FLEXIBLE BENEFITS PLAN$885K
    #502 · Self-funded · HCC LIFE INSURANCE COMPAN · 2025196
  • H.J. RUSSELL & COMPANY AND AFFILIATED COMPANIES SHORT AND LONG TERM DISABILITY PLAN$0
    #503 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica