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Sponsor portfolio

HALFF ASSOCIATES INC

EIN 75-1308699-Latest filing 2025
Plans
3
Retirement
2
$240.6M assets
Welfare
1
$1.4M premiums
Participants
4,953
1201 NORTH BOWSER ROAD - RICHARDSON, TX 75081214-346-6200LinkedIn501-1000 employees
Plans on this EIN
3 filings
#001401k-$187.2M - 2,114 part#003ESOP-$53.4M - 1,421 part#501Mixed-$1.4M - 1,391 lives

Retirement portfolio analytics

2 plans aggregated / $240.6M assets / 3,535 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • ASSOCIATES INC. 401(K) (#001)78%
  • PLAN AND TRUST (#003)22%
Total $240.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES INC. 401(K) (#001)2,114
  • PLAN AND TRUST (#003)1,421
Total 3,535Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,391 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$495K
  • Long-term disability$389K
  • Short-term disability$285K
  • Other$272K
Total $1.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY81%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY19%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $260K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HALFF ASSOCIATES INC. 401(K) PLAN

401k

Assets$187.2M
Participants2,114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$53.4M
Participants1,421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALFF ASSOCIATES, INC. FLEXIBLE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HALFF ASSOCIATES INC. 401(K) PLAN401k$187.2M2,1142024
003HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$53.4M1,4212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALFF ASSOCIATES, INC. FLEXIBLE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.4M1,3912025
Retirement plans
Welfare plans
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