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Sponsor portfolioTH

HORIZON HEALTH AND WELLNESS, INC

EIN 86-0554593-medical practice-Latest filing 2025
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$394K premiums
Participants
911
625 NORTH PLAZA DRIVE - APACHE JUNCTION, AZ 851205501480-983-0065hhwaz.orgLinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$11.0M - 564 part#503Mixed-$394K - 506 lives

Benefits portfolio analytics

1 plan / $394K premiums / 506 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$178K
  • Short-term disability$171K
  • Life$149K
  • Long-term disability$149K
  • Other$149K
  • Vision$45K
Total $394K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • DELTA DENTAL OF CALIFORNIA45%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
  • VISION SERVICE PLAN11%
  • AFLAC6%
Total $394K4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • CBIZ BENEFITS & INSURANCE SERVICES95%
  • KORI A ALLEN1%
  • DEBRA K TORNBERG1%
  • KAREN PICCININI1%
  • DAVID R LATTIMER1%
  • +3 more
Total $24K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HORIZON HEALTH AND WELLNESS INC. 401(K) SAVINGS PLAN

401k

Assets$11.0M
Participants564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HORIZON HEALTH AND WELLNESS, INC. WELFARE PLAN

Mixed - DELTA DENTAL OF ARIZONA

Premiums$394K
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HORIZON HEALTH AND WELLNESS INC. 401(K) SAVINGS PLAN401k$11.0M5642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HORIZON HEALTH AND WELLNESS, INC. WELFARE PLANMixedDELTA DENTAL OF ARIZONA$394K5062025
Retirement plans
Welfare plans
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