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  2. HM US SERVICES, LLC
Sponsor portfolio

HM US SERVICES, LLC

EIN 81-4086708-Manufacturing-Latest filing 2024
Plans
6
Retirement
4
$1.51B assets
Welfare
2
$7.6M premiums
Participants
24,357
300 E JOHN CARPENTER FRWY, STE 1645 - IRVING, TX 75062972-653-5500
Plans on this EIN
6 filings
#016401k-$798.5M - 6,959 part#003TraditionalDB-$518.5M - 6,556 part#005401k-$193.3M - 1,945 part#178OtherDC-$1.3M - 62 part#501Mixed-$5.2M - 16,662 lives#502Mixed-$2.4M - 11,025 lives

Retirement portfolio analytics

4 plans aggregated / $1.51B assets / 15,522 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • HEIDELBERG MATERIALS US (#016)53%
  • MATERIALS US PENSION (#003)34%
  • US EMPLOYEE Savings (#005)13%
  • RET FUND PLAN (#178)0%
Total $1.51BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE66%
  • (Not disclosed)34%
Total $1.51BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEIDELBERG MATERIALS US (#016)6,959
  • MATERIALS US PENSION (#003)6,556
  • US EMPLOYEE Savings (#005)1,945
  • RET FUND PLAN (#178)62
Total 15,522Click row to drill in

Benefits portfolio analytics

2 plans / $7.6M premiums / 27,687 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.7M
  • Life$6.4M
  • Long-term disability$4.0M
  • Vision$456K
  • Health$421K
  • Prescription drug$421K
  • +2 more
Total $7.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HARTFORD LIFE AND ACCIDENT85%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • MVP HEALTH CARE0%
Total $7.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • STRATEGIC EMPLOYEE BENEFIT SERVICES51%
  • WILLIS TOWERS WATSON US LLC45%
  • PIPER JORDAN HEALTH & BENEFITS2%
  • BROWN AND BROWN OF FLORIDA, INC.1%
Total $235K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#016

THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US

401k

Assets$798.5M
Participants6,959
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HEIDELBERG MATERIALS US PENSION PLAN

TraditionalDB

Assets$518.5M
Participants6,556
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

HEIDELBERG MATERIALS US EMPLOYEE SAVINGS PLAN

401k

Assets$193.3M
Participants1,945
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#178

HEIDELBERG MATERIALS US SUPPL RET FUND PLAN

OtherDC

Assets$1.3M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEIDELBERG MATERIALS US, INC. HEALTH & WELFARE PLAN ACTIVE EMPLOYEES

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$5.2M
Covered lives16,662
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HEIDELBERG MATERIALS US, INC. HEALTH & WELFARE PLAN FOR RETIREES

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2.4M
Covered lives11,025
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
016THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US401k$798.5M6,9592024
003HEIDELBERG MATERIALS US PENSION PLANTraditionalDB$518.5M6,5562024
005HEIDELBERG MATERIALS US EMPLOYEE SAVINGS PLAN401k$193.3M1,9452024
178HEIDELBERG MATERIALS US SUPPL RET FUND PLANOtherDC$1.3M622024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEIDELBERG MATERIALS US, INC. HEALTH & WELFARE PLAN ACTIVE EMPLOYEESMixedHARTFORD LIFE AND ACCIDENT$5.2M16,6622024
502HEIDELBERG MATERIALS US, INC. HEALTH & WELFARE PLAN FOR RETIREESMixedHARTFORD LIFE AND ACCIDENT$2.4M11,0252024
Retirement plans
Welfare plans
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