PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HOLT CONSTRUCTION
Sponsor portfolio

HOLT CONSTRUCTION

EIN 13-1758574-construction-Latest filing 2025
Plans
3
Retirement
1
$27.3M assets
Welfare
2
$2.6M premiums
Participants
777
50 EAST WASHINGTON AVENUE - PEARL RIVER, NY 10965845-735-4054holtcc.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#003401k-$27.3M - 288 part#502Fully Insured-$2.6M - 395 lives#003Fully Insured-2 lives

Benefits portfolio analytics

2 plans / $2.6M premiums / 397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$2.5M
  • Prescription drug$2.5M
  • Vision$122K
  • Life$122K
  • Short-term disability$122K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $131K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HOLT CONSTRUCTION CORP, RETIREMENT SAVINGS PLAN

401k

Assets$27.3M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HOLT CONSTRUCTION HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#003

HOLT CONSTRUCTION CORP, RETIREMENT SAVINGS PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$0
Covered lives2
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HOLT CONSTRUCTION CORP, RETIREMENT SAVINGS PLAN401k$27.3M2882024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HOLT CONSTRUCTION HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.6M3952025
003HOLT CONSTRUCTION CORP, RETIREMENT SAVINGS PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$022024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica