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Sponsor portfolio

HR, INC.

EIN 81-0583874-Latest filing 2025
Plans
3
Retirement
1
$26.5M assets
Welfare
2
$301K premiums
Participants
3,685
36474 EMERALD COAST PKWY BLDG B - DESTIN, FL 325414711850-650-9935
Plans on this EIN
3 filings
#333401k-$26.5M - 1,643 part#502Fully Insured-$301K - 427 lives#501Fully Insured-1,615 lives

Benefits portfolio analytics

2 plans / $301K premiums / 2,042 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $301K2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • VARIOUS - SEE ATTACHED68%
  • FOUNDATION RISK PARTNERS CORP32%
Total $188K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

HR, INC. DBA SIMPLE HR 401(K) PLAN

401k

Assets$26.5M
Participants1,643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY LIFE INSURANCE PLAN

Fully Insured - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$301K
Covered lives427
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

METROPOLITAN LIFE INSURANCE COMPANY DENTAL AND VISION PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$0
Covered lives1,615
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333HR, INC. DBA SIMPLE HR 401(K) PLAN401k$26.5M1,6432024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COLONIAL LIFE & ACCIDENT INSURANCE COMPANY LIFE INSURANCE PLANFully InsuredCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$301K4272025
501METROPOLITAN LIFE INSURANCE COMPANY DENTAL AND VISION PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$01,6152025
Retirement plans
Welfare plans
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