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U-HAUL HOLDING COMPANY

EIN 88-0106815-Real Estate and Rental and Leasing-Latest filing 2025
Plans
14
Retirement
2
$1.06B assets
Welfare
12
$16.1M premiums
Participants
174,026
20 E THOMAS RD - PHOENIX, AZ 850123114602-635-1504
Plans on this EIN
14 filings
#002401k-$640.5M - 37,441 part#003ESOP-$415.3M - 31,024 part#503Fully Insured-$8.4M - 15,523 lives#501Fully Insured-$2.8M - 19,651 lives#514Fully Insured-$1.5M - 20,091 lives#511Fully Insured-$1.1M - 4,483 lives#513Fully Insured-$847K - 3,822 lives#510Fully Insured-$738K - 2,861 lives#512Fully Insured-$511K - 4,137 lives#506Fully Insured-$209K - 31 lives#505Fully Insured-$8K - 17,065 lives#502Self Funded-0 lives#504Self Funded-0 lives#509Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.06B assets / 68,465 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • COMPANY 401(K) Savings (#002)61%
  • EMPLOYEE STOCK OWNERSHIP (#003)39%
Total $1.06BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY 401(K) Savings (#002)37,441
  • EMPLOYEE STOCK OWNERSHIP (#003)31,024
Total 68,465Click row to drill in

Benefits portfolio analytics

12 plans / $16.1M premiums / 87,664 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$8.4M
  • Long-term disability$8.4M
  • Other$6.0M
  • Life$2.8M
  • Vision$1.5M
  • Health$209K
Total $16.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • METROPOLITAN LIFE INSURANCE COMPANY89%
  • EYEMED VISION CARE10%
  • KAISER FOUNDATION HEALTH PLAN INC1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $16.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • CUSTOM BENEFIT PROGRAMS INC96%
  • AON CONSULTING INC4%
Total $671K2 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

U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN

401k

Assets$640.5M
Participants37,441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

U-HAUL HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$415.3M
Participants31,024
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

U-HAUL HOLDING COMPANY DISABILITY INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$8.4M
Covered lives15,523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

U-HAUL HOLDING COMPANY LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT GROUP INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives19,651
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

U-HAUL HOLDING COMPANY VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$1.5M
Covered lives20,091
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

U-HAUL HOLDING COMPANY CRITICAL ILLNESS

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives4,483
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

U-HAUL HOLDING COMPANY HOSPITAL INDEMNITY

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$847K
Covered lives3,822
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

METLAW

Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY

Premiums$738K
Covered lives2,861
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

U-HAUL HOLDING COMPANY GROUP ACCIDENT

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$511K
Covered lives4,137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

U-HAUL HOLDING COMPANY HEALTH MAINTENANCE ORGANIZATION (HAWAII ONLY)

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$209K
Covered lives31
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

U-HAUL HOLDING COMPANY TRAVEL ACCIDENT

Fully Insured - HARTFORD FIRE INSURANCE COMPANY

Premiums$8K
Covered lives17,065
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

U-HAUL HOLDING COMPANY ACCIDENT AND HEALTH GROUP INSURANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

U-HAUL HOLDING COMPANY DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

U-HAUL HOLDING COMPANY STOP LOSS

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN401k$640.5M37,4412025
003U-HAUL HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$415.3M31,0242025

Welfare plans12

Plan #NameFundingCarrierPremiumsCoveredLatest year
503U-HAUL HOLDING COMPANY DISABILITY INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$8.4M15,5232025
501U-HAUL HOLDING COMPANY LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT GROUP INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$2.8M19,6512025
514U-HAUL HOLDING COMPANY VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$1.5M20,0912025
511U-HAUL HOLDING COMPANY CRITICAL ILLNESSFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.1M4,4832025
513U-HAUL HOLDING COMPANY HOSPITAL INDEMNITYFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$847K3,8222025
510METLAWFully InsuredMETROPOLITAN GENERAL INSURANCE COMPANY$738K2,8612025
512U-HAUL HOLDING COMPANY GROUP ACCIDENTFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$511K4,1372025
506U-HAUL HOLDING COMPANY HEALTH MAINTENANCE ORGANIZATION (HAWAII ONLY)Fully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$209K312025
505U-HAUL HOLDING COMPANY TRAVEL ACCIDENTFully InsuredHARTFORD FIRE INSURANCE COMPANY$8K17,0652025
502U-HAUL HOLDING COMPANY ACCIDENT AND HEALTH GROUP INSURANCE PLANSelf Funded-$002025
504U-HAUL HOLDING COMPANY DENTAL PLANSelf Funded-$002025
509U-HAUL HOLDING COMPANY STOP LOSSSelf Funded-$002025
Retirement plans
Welfare plans
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