# HART HOWERTON PARTNERS, LTD. WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **HART HOWERTON PARTNERS, LTD.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | HART HOWERTON PARTNERS, LTD. |
| EIN | 133072289 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SAN FRANCISCO, CA |
| Industry | Professional, Scientific, and Technical Services |
| Funding | fully insured |
| Total premiums | $2.2M |
| Participants | 266 |
| Persons covered | 379 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Indemnity |
| KAISER PERMANENTE | Health |
| LINCOLN FINANCIAL GROUP | LTD, STD, Life, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other, Life |
| EYEMED VISION CARE | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| HILB GROUP OF NEW ENGLAND | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| HILB GROUP OF NEW ENGLAND | KAISER FOUNDATION HEALTH PLAN INC. |
| HILB GROUP OF NEW ENGLAND | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| HILB GROUP OF NEW ENGLAND | EYEMED VISION CARE |
| HILB GROUP OF NEW ENGLAND | FIRST UNUM LIFE INSURANCE COMPANY |
| SMITH, THOMAS, CHRISTOPHER | FIRST UNUM LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/133072289-501
- Cite as: PlanOptica, https://planoptica.com/welfare/133072289-501
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