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Sponsor portfolio

NALLY & HAMILTON ENTERPRISES, INC.

EIN 61-0861287-oil & energy-Latest filing 2025
Plans
3
Retirement
1
$14.2M assets
Welfare
2
$4.1M premiums
Participants
872
109 SOUTH FOURTH STREET - BARDSTOWN, KY 40004502-348-0084LinkedIn201-500 employeesoil & energy
Plans on this EIN
3 filings
#001401k-$14.2M - 253 part#501Fully Insured-$4.1M - 433 lives#502Fully Insured-$21K - 421 lives

Benefits portfolio analytics

2 plans / $4.1M premiums / 854 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Dental$4.1M
  • Vision$4.1M
  • Prescription drug$4.1M
  • Life$21K
  • Other$21K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $4.1M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $59K1 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

NALLY & HAMILTON ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$14.2M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NALLY & HAMILTON HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$4.1M
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NALLY & HAMILTON BASIC LIFE BENEFITS PLAN

Fully Insured - ANTHEM LIFE INSURANCE COMPANY

Premiums$21K
Covered lives421
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NALLY & HAMILTON ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN401k$14.2M2532024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NALLY & HAMILTON HEALTH AND WELFARE BENEFITS PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$4.1M4332025
502NALLY & HAMILTON BASIC LIFE BENEFITS PLANFully InsuredANTHEM LIFE INSURANCE COMPANY$21K4212025
Retirement plans
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