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Sponsor portfolioTH

HENSLEY & COMPANY

EIN 86-0255475-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$76.1M assets
Welfare
1
$713K premiums
Participants
2,625
4201 NORTH 45TH AVE. - PHOENIX, AZ 850312109623-245-8026
Plans on this EIN
2 filings
#001401k-$76.1M - 1,714 part#506Mixed-$713K - 2,993 lives

Benefits portfolio analytics

1 plan / $713K premiums / 2,993 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$568K
  • Life$292K
  • Long-term disability$119K
  • Vision$27K
Total $713K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA63%
  • AFLAC27%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $713K5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • PATRIOT GROWTH INSURANCE SERVICES98%
  • MARREEL SLATER INSURANCE LLC2%
Total $115K2 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

HENSLEY & COMPANY PROFIT SHARING PLAN AND TRUST

401k

Assets$76.1M
Participants1,714
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

HENSLEY AND COMPANY EMPLOYEE BENEFITS PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$713K
Covered lives2,993
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HENSLEY & COMPANY PROFIT SHARING PLAN AND TRUST401k$76.1M1,7142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506HENSLEY AND COMPANY EMPLOYEE BENEFITS PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$713K2,9932024
Retirement plans
Welfare plans
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