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Sponsor portfolio

HEADRICK COMPANIES, INC.

EIN 64-0737056-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$894K premiums
Participants
241
1 FREEDOM SQ - LAUREL, MS 394403367601-649-1977LinkedIn1-10 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$2.8M - 137 part#501Mixed-$894K - 99 lives

Benefits portfolio analytics

1 plan / $894K premiums / 99 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$800K
  • Dental$123K
  • Other$94K
  • Life$53K
  • Short-term disability$51K
Total $894K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • AFLAC6%
  • SUN LIFE ASSURANCE COMPANY OF CANADA3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $894K4 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • JAMIE A CONTRERAS-VESTAL50%
  • KELLY & ASSOCIATES INSURANCE GROUP13%
  • CLAYTON E JOHNSON INSURANCE8%
  • TANYA R SKIPPER7%
  • JTS FINANCIAL SERVICES6%
  • +3 more
Total $47K8 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 HEADRICK COMPANIES, INC. RETIREMENT PLAN

401k

Assets$2.8M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE HEADRICK COMPANIES, INCORPORATED HEALTH & WELFARE BENEFITS PLAN

Mixed - BLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY

Premiums$894K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE HEADRICK COMPANIES, INC. RETIREMENT PLAN401k$2.8M1372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE HEADRICK COMPANIES, INCORPORATED HEALTH & WELFARE BENEFITS PLANMixedBLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY$894K992025
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