Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
H.M. PROVIDERS INC.
EIN 87-3230520Latest filing 2025
Plans
3
Retirement
2
$47.9M assets
Welfare
1
$685K premiums
Participants
363
45 RIVER PARK PLACE W STE 507 - FRESNO, CA 93720559-724-4304
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $47.9M assets / 229 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $685K premiums / 145 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$685K
- Long-term disability$393K
- Short-term disability$293K
- Other$293K
Carrier market share
Premium dollars by Schedule A carrier
57%top
- STANDARD INSURANCE COMPANY57%
- UNUM LIFE INSURANCE COMPANY OF AMERICA43%
Broker market share
Schedule A broker compensation
56%top
- BARTHULI & ASSOCIATES INSURANCE56%
- THERESA NETTO PHILLIPS24%
- BARRY W MAAS19%
- ROSE RODRIGUEZ CUEVAS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
H.M. PROVIDERS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$39.4M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
H.M. PROVIDERS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$8.5M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BLUE SHIELD PPO
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$685K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | H.M. PROVIDERS, INC. 401(K) PROFIT SHARING PLAN | 401k | $39.4M | 161 | 2024 | |
| 002 | H.M. PROVIDERS, INC. CASH BALANCE PENSION PLAN | CashBalance | $8.5M | 68 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BLUE SHIELD PPO | Fully Insured | STANDARD INSURANCE COMPANY | $685K | 145 | 2025 |
Retirement plans
Welfare plans