Filings through .
Hub International
Matched across 62 name variants in the filings
Hub International summary
Hub International appears on 111 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $11.9B in assets for 400,783 participants. The median client plan holds $25.1M. Most client plans are sponsored in NE, IA and MS. The largest clients by plan assets are The Governing Committee of the Section 403(b) Defined Contribution, Oneoncology, LLC and Independent Colleges of Indiana Association, Inc. Plans reported $8.4M in direct and indirect compensation paid to Hub International. The median is $25K per plan.
- Participants
- 400,783
- Median plan assets
- $25.1M
- Median plan participants
- 509
- Median fees per plan
- $25K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- VAParticipants 12,197
- Oneoncology, LLC$1.1BTNParticipants 15,618
- INParticipants 10,511
- IAParticipants 7,593
- CAParticipants 5,372
- ILParticipants 4,043
- MIParticipants 4,262
- MDParticipants 4,250
- NEParticipants 5,802
- PAParticipants 4,105
- WIParticipants 581
- NEParticipants 1,535
- GAParticipants 2,714
- Kettering University$215MMIParticipants 878
- Campbell University$210MNCParticipants 2,422
- WIParticipants 435
- TNParticipants 2,395
- MNParticipants 5,744
- MSParticipants 2,313
- KYParticipants 1,840
- OHParticipants 1,153
- Usop, LLC$121MGAParticipants 1,921
- NHParticipants 426
- Vision Partners LLC$95.1MFLParticipants 1,143
- Marigold Group, Inc.$85.6MTNParticipants 1,009
Top client states
- NE17 plans
- IA6 plans
- MS6 plans
- OK6 plans
- CA5 plans
Frequently asked questions
- Who uses Hub International?
- 111 retirement plans list Hub International as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Governing Committee of the Section 403(b) Defined Contribution, Oneoncology, LLC, Independent Colleges of Indiana Association, Inc, Iowa Independent Higher Education Research Foundation and Valley Children's Hospital. Most client plans are sponsored in NE, IA and MS.
- How many plans does Hub International serve?
- Hub International serves 111 retirement plans with $11.9B in plan assets and 400,783 participants, based on the latest Form 5500 filings through 2024.
- What does Hub International charge?
- Plans reported $8.4M in total Schedule C compensation paid to Hub International. The median plan paid $25K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served111+30 YoYRank #245 of mapped providers
Assets under administration$11.9B0.0%Rank #1160 by share of filed assets
Fees received$8MMedian $25,000/planSum across Schedule C direct + indirect
Net wins YoY-226 won - 28 lostPlan-level switch detection
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