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Sponsor portfolioWelfare / HealthEIN 46-0789358

HOAR HOLDINGS, LLC

PO BOX 660400 · BIRMINGHAM, AL 35266
2054232375
Plans filed
6
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$677K
No prior year
Persons covered
1,788
No prior year
Total participants
1,805
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #501$662K
HOAR HOLDINGS, LLC WELFARE BENEFIT PLAN
Mixed968 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$132K
HOAR HOLDINGS, LLC LONG TERM DISABILITY
Fully insured0 covered·1 carrier
Primary: LIBERTY LIFE ASSURANCE COMPANY OF BOSTON
Plan #504$83K
HOAR HOLDINGS, LLC AD&D PLAN
Fully insured0 covered·1 carrier
Primary: LIBERTY LIFE ASSURANCE COMPANY OF BOSTON
Plan #502$59K
HOAR HOLDINGS, LLC LIFE INSURANCE
Fully insured0 covered·1 carrier
Primary: LIBERTY LIFE ASSURANCE COMPANY OF BOSTON
Plan #507$58K
HOAR HOLDINGS, LLC VISION PLAN
Fully insured0 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #508$15K
HOAR HOLDINGS, LLC BTA PLAN
Fully insured820 covered·1 carrier
Primary: FEDERAL INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$568K31.8%
Life$553K31.0%
Long-term disability$553K31.0%
Vision$109K6.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$553K81.7%11968
VISION SERVICE PLAN
EIN 061227840
V
$109K16.1%11562
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$15K2.2%11820

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXUNUM LIFE INSURANCE COMPANY OF AMERICA, FEDERAL INSURANCE COMPANY$29K$7K$37K78.7%2
JAMES E. FISHERPOINT CLEAR, ALUNUM LIFE INSURANCE COMPANY OF AMERICA$10K$0$10K21.0%1
WILLIS TOWERS WATSON US LLCBIRMINGHAM, ALUNUM LIFE INSURANCE COMPANY OF AMERICA$121$0$1210.3%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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