Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$439K
- Prescription drug$439K
- Life$100K
- Long-term disability$82K
- Other$36K
- Vision$29K
Sponsor portfolio
HALL FINANCIAL GROUP, LTD
EIN 75-2737328Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
1
$37.4M assets
Welfare
1
$686K premiums
Participants
651
KPMG PLAZA AT HALL ARTS, 2323 ROSS AVENUE, SUITE 200 - DALLAS, TX 75201214-269-9553
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $686K premiums / 239 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- KAISER FOUNDATION HEALTH PLAN INC64%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY27%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
50%top
- FILICE INSURANCE AGENCY50%
- ACRISURE LLC50%
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 FINANCIAL GROUP EMPLOYEE SAVINGS PLAN & TRUST
401k
Assets$37.4M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
HALL FINANCIAL GROUP, LTD EMPLOYEE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$686K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HALL FINANCIAL GROUP EMPLOYEE SAVINGS PLAN & TRUST | 401k | $37.4M | 410 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | HALL FINANCIAL GROUP, LTD EMPLOYEE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $686K | 239 | 2024 |
Retirement plans
Welfare plans