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Sponsor portfolio

HERCULES INDUSTRIES, INC.

EIN 84-0516481-wholesale-Latest filing 2025
Plans
4
Retirement
2
$139.2M assets
Welfare
2
$243K premiums
Participants
2,278
1310 WEST EVANS AVENUE - DENVER, CO 80223303-937-1000herculesindustries.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
4 filings
#004ESOP-$107.6M - 589 part#002401k-$31.6M - 561 part#501Mixed-$243K - 539 lives#004Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $139.2M assets / 1,150 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • EMPLOYEE STOCK OWNERSHIP (#004)77%
  • PLAN AND TRUST (#002)23%
Total $139.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)589
  • PLAN AND TRUST (#002)561
Total 1,150Click row to drill in

Benefits portfolio analytics

2 plans / $243K premiums / 539 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$206K
  • Life$202K
  • Long-term disability$202K
  • Vision$37K
Total $243K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY83%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
Total $243K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • IMA, INC.99%
  • WATCHTOWER TECHNOLOGIES INC1%
Total $35K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

HERCULES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$107.6M
Participants589
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HERCULES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$31.6M
Participants561
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HERCULES INDUSTRIES WRAP PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$243K
Covered lives539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#004

HERCULES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004HERCULES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$107.6M5892024
002HERCULES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$31.6M5612024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HERCULES INDUSTRIES WRAP PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$243K5392025
004HERCULES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANSelf Funded-$002024
Retirement plans
Welfare plans
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