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Sponsor portfolio

HTC AMERICA, INC.

EIN 82-0588689-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$32.6M assets
Welfare
1
$1.5M premiums
Participants
286
1625 SHATTUCK AVE., SUITE 300 - BERKELEY, CA 94709425-679-5318
Plans on this EIN
2 filings
#001401k-$32.6M - 236 part#501Fully Insured-$1.5M - 107 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$80K
  • Life$54K
  • Other$43K
  • Short-term disability$29K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • AETNA LIFE INSURANCE COMPANY89%
  • DELTA DENTAL OF CALIFORNIA5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
  • +2 more
Total $1.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • IMG0%
Total $41K2 slices

Plan deep-dives

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

HTC AMERICA, INC. 401(K) PLAN

401k

Assets$32.6M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HTC AMERICA, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HTC AMERICA, INC. 401(K) PLAN401k$32.6M2362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HTC AMERICA, INC. EMPLOYEE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.5M1072025
Retirement plans
Welfare plans
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