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Sponsor portfolioTH

THOMPSON HOLDINGS, INC.

EIN 72-1381313-real estate-Latest filing 2025
Plans
2
Retirement
1
$117.4M assets
Welfare
1
$2.6M premiums
Participants
1,371
2970 COTTAGE HILL ROAD, SUITE 190 - MOBILE, AL 36606251-706-6521LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001ESOP-$117.4M - 722 part#501Mixed-$2.6M - 651 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 651 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.9M
  • Other$333K
  • Life$295K
  • Short-term disability$162K
  • Long-term disability$146K
  • Vision$52K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • HCC LIFE INSURANCE COMPANY74%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY20%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • NEW BENEFITS0%
Total $2.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • ONE SOURCE BROKERAGE INC0%
  • BARCLAY B AVANT0%
  • ZOGHBY & ASSOCIATES LLC0%
Total $108K4 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

THOMPSON HOLDINGS, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$117.4M
Participants722
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THOMPSON HOLDINGS, INC. HEALTH AND WELFARE PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives651
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THOMPSON HOLDINGS, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLANESOP$117.4M7222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THOMPSON HOLDINGS, INC. HEALTH AND WELFARE PLANMixedHCC LIFE INSURANCE COMPANY$2.6M6512025
Retirement plans
Welfare plans
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