PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. H.J. RUSSELL & COMPANY
Sponsor portfolioTH

H.J. RUSSELL & COMPANY

EIN 58-0829071-Construction-Latest filing 2024
Plans
3
Retirement
1
$36.0M assets
Welfare
2
$926K premiums
Participants
2,071
171 17TH STREET NW, SUITE 1600 - ATLANTA, GA 30363404-330-1003
Plans on this EIN
3 filings
#001401k-$36.0M - 1,671 part#502Self Funded-$668K - 156 lives#503Fully Insured-$258K - 188 lives

Benefits portfolio analytics

2 plans / $926K premiums / 344 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$668K
  • Life$126K
  • Other$126K
  • Long-term disability$74K
  • Short-term disability$58K
Total $926K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • HCC LIFE INSURANCE COMPANY72%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY28%
Total $926K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • SETH KALKSTEIN63%
  • E P AMATA37%
Total $39K2 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

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

401k

Assets$36.0M
Participants1,671
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

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

Self Funded - HCC LIFE INSURANCE COMPANY

Premiums$668K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

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

Fully Insured - RELIANCESTANDARD LIFE INSURANCE CO

Premiums$258K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001H.J. RUSSELL & COMPANY EMPLOYEES' RETIREMENT & SAVINGS PLAN401k$36.0M1,6712024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502H.J. RUSSELL & COMPANY GROUP HEALTH AND FLEXIBLE BENEFITS PLANSelf FundedHCC LIFE INSURANCE COMPANY$668K1562024
503H.J. RUSSELL & COMPANY AND AFFILIATED COMPANIES SHORT & LONG TERM DISABILITY PLANFully InsuredRELIANCESTANDARD LIFE INSURANCE CO$258K1882024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica