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Sponsor portfolio

HALL ESTILL HARDWICK GABLE GOLDEN & NELSON PC

EIN 73-0931831-Latest filing 2025
Plans
3
Retirement
1
$103.1M assets
Welfare
2
$795K premiums
Participants
595
521 E 2ND ST STE 1200 - TULSA, OK 741201855918-594-0400
Plans on this EIN
3 filings
#001401k-$103.1M - 235 part#502Fully Insured-$597K - 180 lives#501Mixed-$198K - 180 lives

Benefits portfolio analytics

2 plans / $795K premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$488K
  • Long-term disability$198K
  • Health$109K
  • Dental$109K
  • Stop-loss$109K
Total $795K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • METROPOLITAN LIFE INSURANCE COMPANY57%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA29%
  • COMPANION LIFE INSURANCE COMPANY14%
Total $795K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • HUB INTERNATIONAL MIDWEST LIMITED90%
  • LPL FINANCIAL CORP8%
  • WILLIAM BEAR2%
Total $34K3 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

HALL, ESTILL PROFIT SHARING AND 401(K) PLAN

401k

Assets$103.1M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HALL ESTILL HARDWICK GABLE GOLDEN & NELSON PC GROUP INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$597K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HALL ESTILL HARDWICK GABLE GOLDEN & NELSON PC GROUP INSURANCE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$198K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HALL, ESTILL PROFIT SHARING AND 401(K) PLAN401k$103.1M2352024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HALL ESTILL HARDWICK GABLE GOLDEN & NELSON PC GROUP INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$597K1802025
501HALL ESTILL HARDWICK GABLE GOLDEN & NELSON PC GROUP INSURANCE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$198K1802025
Retirement plans
Welfare plans
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