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Sponsor portfolio

U-HAUL HOLDING COMPANY

EIN 88-0106815-Real Estate and Rental and Leasing-Latest filing 2024
Plans
13
Retirement
2
$1.11B assets
Welfare
11
$18.5M premiums
Participants
158,781
2727 N CENTRAL AVE 6N - PHOENIX, AZ 850041120602-635-1504
Plans on this EIN
13 filings
#003ESOP-$561.1M - 29,513 part#002401k-$551.5M - 37,756 part#503Fully Insured-$7.7M - 16,826 lives#509Self Funded-$6.7M - 11,957 lives#501Fully Insured-$2.7M - 12,629 lives#510Fully Insured-$625K - 2,221 lives#513Mixed-$225K - 310 lives#506Fully Insured-$184K - 34 lives#511Mixed-$171K - 2,606 lives#512Mixed-$88K - 2,256 lives#502Self Funded-0 lives#504Self Funded-0 lives#505Fully Insured-15,530 lives

Retirement portfolio analytics

2 plans aggregated / $1.11B assets / 67,269 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • EMPLOYEE STOCK OWNERSHIP (#003)50%
  • COMPANY 401(K) Savings (#002)50%
Total $1.11BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY 401(K) Savings (#002)37,756
  • EMPLOYEE STOCK OWNERSHIP (#003)29,513
Total 67,269Click row to drill in

Benefits portfolio analytics

11 plans / $18.5M premiums / 64,369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$7.7M
  • Long-term disability$7.7M
  • Stop-loss$6.7M
  • Life$2.7M
  • Other$1.1M
  • Health$184K
Total $18.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • METROPOLITAN LIFE INSURANCE COMPANY63%
  • SUN LIFE ASSURANCE COMPANY OF CANADA36%
  • KAISER FOUNDATION HEALTH PLAN INC1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $18.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • AON CONSULTING INC58%
  • CUSTOM BENEFIT PROGRAMS INC42%
  • OXFORD LIFE INSURANCE AGENCY0%
Total $232K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

U-HAUL HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$561.1M
Participants29,513
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN

401k

Assets$551.5M
Participants37,756
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$7.7M
Covered lives16,826
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

U-HAUL HOLDING COMPANY STOP LOSS

Self Funded - SUNLIFE ASSURANCE COMPANY OF CANADA

Premiums$6.7M
Covered lives11,957
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$2.7M
Covered lives12,629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

METLAW

Fully Insured - METLIFE LEGAL PLANS

Premiums$625K
Covered lives2,221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

U-HAUL HOLDING COMPANY HOSPITAL INDEMNITY

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$225K
Covered lives310
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 OF HAWAII

Premiums$184K
Covered lives34
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

U-HAUL HOLDING COMPANY CRITICAL ILLNESS

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$171K
Covered lives2,606
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

U-HAUL HOLDING COMPANY GROUP ACCIDENT

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$88K
Covered lives2,256
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#505

U-HAUL HOLDING COMPANY TRAVEL ACCIDENT

Fully Insured - HARTFORD LIFE & ACCIDENT

Premiums$0
Covered lives15,530
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003U-HAUL HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$561.1M29,5132024
002U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN401k$551.5M37,7562024

Welfare plans11

Plan #NameFundingCarrierPremiumsCoveredLatest year
503U-HAUL HOLDING COMPANY DISABILITY INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$7.7M16,8262024
509U-HAUL HOLDING COMPANY STOP LOSSSelf FundedSUNLIFE ASSURANCE COMPANY OF CANADA$6.7M11,9572024
501U-HAUL HOLDING COMPANY LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT GROUP INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$2.7M12,6292024
510METLAWFully InsuredMETLIFE LEGAL PLANS$625K2,2212024
513U-HAUL HOLDING COMPANY HOSPITAL INDEMNITYMixedMETROPOLITAN LIFE INSURANCE COMPANY$225K3102024
506U-HAUL HOLDING COMPANY HEALTH MAINTENANCE ORGANIZATION (HAWAII ONLY)Fully InsuredKAISER FOUNDATION HEALTH PLAN OF HAWAII$184K342024
511U-HAUL HOLDING COMPANY CRITICAL ILLNESSMixedMETROPOLITAN LIFE INSURANCE COMPANY$171K2,6062024
512U-HAUL HOLDING COMPANY GROUP ACCIDENTMixedMETROPOLITAN LIFE INSURANCE COMPANY$88K2,2562024
502U-HAUL HOLDING COMPANY ACCIDENT AND HEALTH GROUP INSURANCE PLANSelf Funded-$002024
504U-HAUL HOLDING COMPANY DENTAL PLANSelf Funded-$002024
505U-HAUL HOLDING COMPANY TRAVEL ACCIDENTFully InsuredHARTFORD LIFE & ACCIDENT$015,5302024
Retirement plans
Welfare plans
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