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Sponsor portfolio

PRIME BUCHHOLZ LLC

EIN 02-0426421-financial services-Latest filing 2025
Plans
5
Retirement
1
$82.6M assets
Welfare
4
$1.3M premiums
Participants
683
273 CORPORATE DRIVE, SUITE 250 - PORTSMOUTH, NH 03801603-433-1143primebuchholz.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
5 filings
#001401k-$82.6M - 180 part#501Fully Insured-$1.1M - 120 lives#503Fully Insured-$187K - 141 lives#504Fully Insured-$8K - 267 lives#502Self Funded-0 lives

Benefits portfolio analytics

4 plans / $1.3M premiums / 528 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Life$187K
  • Short-term disability$187K
  • Long-term disability$187K
  • Other$187K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HARVARD PILGRIM HEALTH CARE85%
  • STANDARD INSURANCE COMPANY15%
  • RED TREE INSURANCE COMPANY, INC.1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • CGI EMPLOYEE BENEFITS GROUP49%
  • CRONIN GERVINO & WARLICK INC37%
  • COMBINED SERVICES LLC14%
Total $58K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PRIME BUCHHOLZ LLC 401(K) PROFIT SHARING PLAN

401k

Assets$82.6M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRIME BUCHHOLZ LLC MEDICAL PLAN

Fully Insured - HPHC INSURANCE COMPANY

Premiums$1.1M
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PRIME BUCHHOLZ LLC LIFE AND DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$187K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PRIME BUCHHOLZ LLC VISION PLAN

Fully Insured - RED TREE INSURANCE COMPANY, INC.

Premiums$8K
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PRIME BUCHHOLZ LLC DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRIME BUCHHOLZ LLC 401(K) PROFIT SHARING PLAN401k$82.6M1802025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRIME BUCHHOLZ LLC MEDICAL PLANFully InsuredHPHC INSURANCE COMPANY$1.1M1202024
503PRIME BUCHHOLZ LLC LIFE AND DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$187K1412024
504PRIME BUCHHOLZ LLC VISION PLANFully InsuredRED TREE INSURANCE COMPANY, INC.$8K2672024
502PRIME BUCHHOLZ LLC DENTAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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