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  1. Companies/
  2. HOLDEN INDUSTRIES, INC
Sponsor portfolioTH

HOLDEN INDUSTRIES, INC

EIN 20-0876409-executive office-Latest filing 2024
Plans
3
Retirement
2
$288.2M assets
Welfare
1
$13.4M premiums
Participants
4,883
500 LAKE COOK ROAD, SUITE 400 - DEERFIELD, IL 600155269847-940-1500holdenindustriesinc.comLinkedIn1001-5000 employeesexecutive office
Plans on this EIN
3 filings
#003ESOP-$210.0M - 1,866 part#001401k-$78.2M - 1,770 part#501Mixed-$13.4M - 1,848 lives

Retirement portfolio analytics

2 plans aggregated / $288.2M assets / 3,636 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • EMPLOYEE STOCK OWNERSHIP (#003)73%
  • INC. RETIREMENT PLAN (#001)27%
Total $288.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)1,866
  • INC. RETIREMENT PLAN (#001)1,770
Total 3,636Click row to drill in

Benefits portfolio analytics

1 plan / $13.4M premiums / 1,848 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$572K
  • Life$356K
  • Long-term disability$170K
  • Vision$81K
  • Other$23K
Total $13.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE1%
  • COMBINED INSURANCE COMPANY OF AMERICA1%
  • AFLAC0%
  • +3 more
Total $13.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • HUB INTERNATIONAL MIDWEST LIMITED98%
  • AON CONSULTING INC1%
  • TONYA L CELESTE0%
  • ROBERT CHARLES CELESTE0%
  • JONATHAN BURGESS0%
  • +3 more
Total $197K8 slices

Plan deep-dives

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

HOLDEN INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$210.0M
Participants1,866
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HOLDEN INDUSTRIES, INC. RETIREMENT PLAN

401k

Assets$78.2M
Participants1,770
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOLDEN INDUSTRIES, INC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$13.4M
Covered lives1,848
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003HOLDEN INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$210.0M1,8662024
001HOLDEN INDUSTRIES, INC. RETIREMENT PLAN401k$78.2M1,7702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOLDEN INDUSTRIES, INC EMPLOYEE WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF ILLINOIS$13.4M1,8482024
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