Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Short-term disability$94K
- Dental$66K
- Long-term disability$51K
- Life$24K
Sponsor portfolio
HACIENDA, INC.
EIN 86-0253158hospital & health careLatest filing 2025
Plans
2
Retirement
1
$14.9M assets
Welfare
1
$1.5M premiums
Participants
737
1402 EAST SOUTH MOUNTAIN AVE. - PHOENIX, AZ 85042602-243-4231LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 112 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- AETNA LIFE INSURANCE COMPANY84%
- LIFE INSURANCE COMPANY OF NORTH AMERICA12%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- POMEROY & ASSOCIATES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HACIENDA, INC. RETIREMENT PLAN
403b
Assets$14.9M
Participants497
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HACIENDA WELFARE BENEFIT PLAN
Fully Insured - BANNER HEALTH AMD AETNA INSURANCE
Premiums$1.5M
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HACIENDA, INC. RETIREMENT PLAN | 403b | $14.9M | 497 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HACIENDA WELFARE BENEFIT PLAN | Fully Insured | BANNER HEALTH AMD AETNA INSURANCE | $1.5M | 112 | 2024 |
Retirement plans
Welfare plans