Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Prescription drug$4.0M
- Life$269K
- Other$269K
- Dental$254K
- Long-term disability$253K
- +2 more
Sponsor portfolio
HILL, WARD, & HENDERSON, P.A
EIN 59-2678550Latest filing 2025
Plans
2
Retirement
1
$146.1M assets
Welfare
1
$4.9M premiums
Participants
551
101 EAST KENNEDY BLVD, SUITE 3700 - TAMPA, FL 33602813-221-3900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.9M premiums / 505 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- BLUE CROSS OF CALIFORNIA48%
- UPMC HEALTH OPTIONS35%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- STARMOUNT LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
86%top
- BALDWIN KRYSTYN SHERMAN PARTNERS86%
- THOMAS W BOSTON11%
- WATCHTOWER BENEFITS LLC DBA THREEFL2%
- M FINANCIAL HOLDINGS INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HILL, WARD & HENDERSON, PROFESSIONAL ASSOCIATION PROFIT SHARING AND 401(K) PLAN
401k
Assets$146.1M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
HILL WARD HENDERSON WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$4.9M
Covered lives505
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HILL, WARD & HENDERSON, PROFESSIONAL ASSOCIATION PROFIT SHARING AND 401(K) PLAN | 401k | $146.1M | 302 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | HILL WARD HENDERSON WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $4.9M | 505 | 2025 |
Retirement plans
Welfare plans