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Sponsor portfolio

HUMPHREY & ASSOCIATES INC.

EIN 74-1907160-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$59.4M assets
Welfare
1
$128K premiums
Participants
1,309
1501 LUNA RD - CARROLLTON, TX 75006214-212-0855humphrey-associates.comLinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#003401k-$49.4M - 568 part#001ESOP-$10.0M - 428 part#501Mixed-$128K - 506 lives

Retirement portfolio analytics

2 plans aggregated / $59.4M assets / 996 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • ASSOCIATES, INC. 401(K) (#003)83%
  • & ASSOCIATES, INC. (#001)17%
Total $59.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, INC. 401(K) (#003)568
  • & ASSOCIATES, INC. (#001)428
Total 996Click row to drill in

Benefits portfolio analytics

1 plan / $128K premiums / 506 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$70K
  • Life$58K
  • Other$58K
Total $128K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $128K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LIFETIME BENEFITS INSURANCE LLP100%
Total $26K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HUMPHREY & ASSOCIATES, INC. 401(K) PLAN

401k

Assets$49.4M
Participants568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF HUMPHREY & ASSOCIATES, INC.

ESOP

Assets$10.0M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HUMPHREY & ASSOCIATES, INC. BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$128K
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003HUMPHREY & ASSOCIATES, INC. 401(K) PLAN401k$49.4M5682025
001THE EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF HUMPHREY & ASSOCIATES, INC.ESOP$10.0M4282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HUMPHREY & ASSOCIATES, INC. BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$128K5062025
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