Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.2M
- Short-term disability$722K
- Other$664K
- Long-term disability$469K
- Vision$263K
Sponsor portfolio
HARGROVE AND ASSOCIATES, INC.
EIN 72-1352530Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$250.9M assets
Welfare
1
$3.3M premiums
Participants
4,894
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 2,326 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA74%
- RELIASTAR LIFE INSURANCE COMPANY16%
- VISION SERVICE PLAN8%
- EAP LIFESTYLE MANAGEMENT, LLC1%
- LEGALPLANS, USA1%
Broker market share
Schedule A broker compensation
92%top
- HUB INTERNATIONAL MIDWEST LIMITED92%
- BENE RE LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HARGROVE 401(K) PLAN AND TRUST
401k
Assets$250.9M
Participants3,154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HARGROVE & ASSOCIATES EMPLOYEE HEALTH PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$3.3M
Covered lives2,326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARGROVE 401(K) PLAN AND TRUST | 401k | $250.9M | 3,154 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARGROVE & ASSOCIATES EMPLOYEE HEALTH PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3.3M | 2,326 | 2024 |
Retirement plans
Welfare plans