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  2. H2 HOLDCO, INC. DBA H2HEALTH
Sponsor portfolio

H2 HOLDCO, INC. DBA H2HEALTH

EIN 84-3226050-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$5.6M premiums
Participants
3,222
H2 HEALTH 484 RIVERSIDE AVE - JACKSONVILLE, FL 32202917-692-1802
Plans on this EIN
2 filings
#001401k-$19.1M - 3,222 part#501Fully Insured-$5.6M - 1,203 lives

Benefits portfolio analytics

1 plan / $5.6M premiums / 1,203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.2M
  • Dental$5.2M
  • Vision$5.2M
  • Prescription drug$5.2M
  • Other$450K
  • Life$398K
  • +2 more
Total $5.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $5.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • GARY LEVINE & ASSOCIATES LIMITED82%
  • ASSUREDPARTNERS13%
  • EMERSON REID LLC8%
  • LOCKTON COMPANIES, LLC-1%
  • UNITED PRODUCERS GROUP LLC-1%
Total $367K5 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

H2 HEALTH 401(K) PLAN

401k

Assets$19.1M
Participants3,222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

H2 HOLDCO, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$5.6M
Covered lives1,203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001H2 HEALTH 401(K) PLAN401k$19.1M3,2222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501H2 HOLDCO, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$5.6M1,2032024
Retirement plans
Welfare plans
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