Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HM CLAUSE, INC.
EIN 94-1695235human resourcesLatest filing 2025
Plans
3
Retirement
2
$162.5M assets
Welfare
1
$410K premiums
Participants
1,978
260 COUSTEAU PLACE, SUITE 210 - DAVIS, CA 95618530-747-3722escapetoflavor.comLinkedIn501-1000 employeeshuman resources
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $162.5M assets / 1,532 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $410K premiums / 458 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$380K
- Life$216K
- Short-term disability$216K
- Long-term disability$216K
- Dental$17K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA89%
- ARAG INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA4%
- HEALTH ADVOCATE SOLUTIONS, INC.1%
- ZURICH AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
98%top
- USI INSURANCE SERVICES LLC98%
- MARSH & MCLENNAN AGENCY LLC2%
- SMITH, THOMAS, CHRISTOPHER0%
- ALLIANT INSURANCE SERVICES, INC.-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
HM.CLAUSE, INC. 401(K) RETIREMENT PLAN
401k
Assets$102.0M
Participants986
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HM/FM RETIREMENT PLAN
TraditionalDB
Assets$60.4M
Participants546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
HM. CLAUSE, INC. WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$410K
Covered lives458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | HM.CLAUSE, INC. 401(K) RETIREMENT PLAN | 401k | $102.0M | 986 | 2024 | |
| 001 | HM/FM RETIREMENT PLAN | TraditionalDB | $60.4M | 546 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | HM. CLAUSE, INC. WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $410K | 458 | 2025 |
Retirement plans
Welfare plans