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
Sponsor portfolio
HOLT AND BUGBEE COMPANY
EIN 04-1448200wholesaleLatest filing 2025
Plans
2
Retirement
1
$15.3M assets
Welfare
1
$91K premiums
Participants
383
1600 SHAWSHEEN STREET - TEWKSBURY, MA 01876800-325-6010holtandbugbee.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $91K premiums / 340 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY81%
- BLUE CROSS OF CALIFORNIA19%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOLT AND BUGBEE COMPANY RETIREMENT SAVINGS PLAN
401k
Assets$15.3M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOLT AND BUGBEE COMPANY HEALTH AND WELFARE WRAP PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$91K
Covered lives340
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOLT AND BUGBEE COMPANY RETIREMENT SAVINGS PLAN | 401k | $15.3M | 206 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans