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Sponsor portfolio

HALL & EVANS, LLC

EIN 84-1225924-law practice-Latest filing 2025
Plans
2
Retirement
1
$45.3M assets
Welfare
1
$3.1M premiums
Participants
524
1001 17TH STREET, SUITE 300 - DENVER, CO 80202303-628-3300hallevans.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#003401k-$45.3M - 291 part#501Mixed-$3.1M - 233 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Other$524K
  • Life$451K
  • Long-term disability$451K
  • Vision$26K
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • SUN LIFE ASSURANCE COMPANY OF CANADA15%
  • AFLAC2%
  • VISION SERVICE PLAN1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • AON CONSULTING INC91%
  • JEREMY M EANES4%
  • CUSTOM BENEFIT PROGRAMS INC3%
  • GREGORY G WAY1%
  • LINDSEY A. LIJEWSKI1%
  • +3 more
Total $96K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN

401k

Assets$45.3M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALL & EVANS, LLC WRAP BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.1M
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN401k$45.3M2912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALL & EVANS, LLC WRAP BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.1M2332025
Retirement plans
Welfare plans
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