Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$49K
- Life$24K
- Vision$20K
- Short-term disability$20K
- Long-term disability$18K
Filings through .
Holt and Bugbee Company
EIN 04-1448200wholesaleLatest filing 2025
Plans
2
Retirement
1
$17.0M assets
Health & Benefits
1
$91K premiums
Participants
383
1600 SHAWSHEEN ST. - TEWKSBURY, MA 01876800-325-6010holtandbugbee.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $91K premiums / 340 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HOLT AND BUGBEE COMPANY RETIREMENT SAVINGS PLAN
401(k)
Assets$17.0M
Participants206
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HOLT AND BUGBEE COMPANY HEALTH AND WELFARE WRAP PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$91K
Covered lives340
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HOLT AND BUGBEE COMPANY RETIREMENT SAVINGS PLAN | 401(k) | $17.0M | 206 | 2025 |
- #001 · 401(k) · 2025206
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HOLT AND BUGBEE COMPANY HEALTH AND WELFARE WRAP PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $91K | 340 | 2025 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025340
Retirement plans
Health & Benefits plans