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Sponsor portfolioTH

THE HASKELL COMPANY

EIN 59-2387450-construction-Latest filing 2025
Plans
3
Retirement
2
$497.2M assets
Welfare
1
$6.6M premiums
Participants
6,797
701 SAN MARCO BLVD - JACKSONVILLE, FL 32207904-791-4500haskell.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
3 filings
#001401k-$304.8M - 2,575 part#002ESOP-$192.3M - 2,172 part#501Mixed-$6.6M - 3,199 lives

Retirement portfolio analytics

2 plans aggregated / $497.2M assets / 4,747 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • SAVINGS PLAN (401(K)) (#001)61%
  • EMPLOYEE STOCK OWNERSHIP (#002)39%
Total $497.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN (401(K)) (#001)2,575
  • EMPLOYEE STOCK OWNERSHIP (#002)2,172
Total 4,747Click row to drill in

Benefits portfolio analytics

1 plan / $6.6M premiums / 3,199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.4M
  • Life$1.9M
  • Short-term disability$1.9M
  • Long-term disability$1.9M
  • Vision$244K
Total $6.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $6.6M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SAUNDERS BENEFITS CONSULTING LLC100%
Total $1.7M1 slice

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$304.8M
Participants2,575
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$192.3M
Participants2,172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE HASKELL COMPANY HEALTH & WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.6M
Covered lives3,199
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$304.8M2,5752025
002THE HASKELL COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$192.3M2,1722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE HASKELL COMPANY HEALTH & WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$6.6M3,1992025
Retirement plans
Welfare plans
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