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Sponsor portfolio

HAZEN RESEARCH, INC.

EIN 84-0511412-research-Latest filing 2025
Plans
3
Retirement
2
$27.0M assets
Welfare
1
$1.7M premiums
Participants
427
4601 INDIANA STREET - GOLDEN, CO 80403303-279-4501hazenresearch.comLinkedIn51-200 employeesresearch
Plans on this EIN
3 filings
#002401k-$14.9M - 178 part#001ESOP-$12.1M - 139 part#501Mixed-$1.7M - 176 lives

Retirement portfolio analytics

2 plans aggregated / $27.0M assets / 317 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • 401(K) RETIREMENT Savings (#002)55%
  • PLAN AND TRUST (#001)45%
Total $27.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#002)178
  • PLAN AND TRUST (#001)139
Total 317Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Vision$1.6M
  • Other$66K
  • Life$61K
  • Dental$60K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
  • DELTA DENTAL OF CALIFORNIA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GOLDSTEIN & ASSOCIATES LLC100%
Total $111K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HAZEN RESEARCH, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$14.9M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HAZEN RESEARCH, INC. EMPLOYEES' STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$12.1M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAZEN RESEARCH, INC. CONSOLIDATED WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE

Premiums$1.7M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HAZEN RESEARCH, INC. 401(K) RETIREMENT SAVINGS PLAN401k$14.9M1782024
001HAZEN RESEARCH, INC. EMPLOYEES' STOCK OWNERSHIP PLAN AND TRUSTESOP$12.1M1392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAZEN RESEARCH, INC. CONSOLIDATED WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE$1.7M1762025
Retirement plans
Welfare plans
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