Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BROWN & HALEY
EIN 91-0157130consumer goodsLatest filing 2025
Plans
3
Retirement
2
$13.2M assets
Welfare
1
$38K premiums
Participants
457
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $13.2M assets / 295 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $38K premiums / 162 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$30K
- Long-term disability$30K
- Other$30K
- Dental$8K
Carrier market share
Premium dollars by Schedule A carrier
79%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY79%
- WILLAMETTE DENTAL INSURANCE, INC.21%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
BROWN & HALEY 401(K) RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES
401k
Assets$10.1M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES
401k
Assets$3.1M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BROWN AND HALEY GROUP HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$38K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | BROWN & HALEY 401(K) RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES | 401k | $10.1M | 104 | 2025 | |
| 005 | BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES | 401k | $3.1M | 191 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BROWN AND HALEY GROUP HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $38K | 162 | 2025 |
Retirement plans
Welfare plans