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  2. THE HASKELL COMPANY
Sponsor portfolioTH

THE HASKELL COMPANY

EIN 59-2387450-construction-Latest filing 2024
Plans
3
Retirement
2
$386.0M assets
Welfare
1
$6.3M premiums
Participants
5,976
111 RIVERSIDE AVE - JACKSONVILLE, FL 32207904-791-4500haskell.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
3 filings
#001401k-$247.5M - 2,398 part#002ESOP-$138.5M - 2,076 part#501Mixed-$6.3M - 2,830 lives

Retirement portfolio analytics

2 plans aggregated / $386.0M assets / 4,474 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • SAVINGS PLAN (401(K)) (#001)64%
  • EMPLOYEE STOCK OWNERSHIP (#002)36%
Total $386.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN (401(K)) (#001)2,398
  • EMPLOYEE STOCK OWNERSHIP (#002)2,076
Total 4,474Click row to drill in

Benefits portfolio analytics

1 plan / $6.3M premiums / 2,830 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.7M
  • Life$913K
  • Long-term disability$710K
  • Stop-loss$604K
  • Vision$204K
Total $6.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY86%
  • EVEREST REINSURANCE COMPANY10%
  • AETNA LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $6.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • SAUNDERS BENEFITS CONSULTING, LLC68%
  • GIS BENEFITS INC16%
  • WHD, LLC15%
  • JAMES R NELLIGAN & ASSOCIATES LLC1%
Total $1.9M4 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

THE HASKELL COMPANY TAX DEFERRED SAVINGS PLAN (401(K))

401k

Assets$247.5M
Participants2,398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE HASKELL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$138.5M
Participants2,076
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE HASKELL COMPANY HEALTH & WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$6.3M
Covered lives2,830
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE HASKELL COMPANY TAX DEFERRED SAVINGS PLAN (401(K))401k$247.5M2,3982024
002THE HASKELL COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$138.5M2,0762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE HASKELL COMPANY HEALTH & WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$6.3M2,8302024
Retirement plans
Welfare plans
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