Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$61K
- Vision$61K
- Life$22K
- Short-term disability$22K
Sponsor portfolio
HOLT SALES AND SERVICE, LLC
EIN 20-4091341Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$83K premiums
Participants
231
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $83K premiums / 82 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- SUN LIFE ASSURANCE COMPANY OF CANADA73%
- PRINCIPAL LIFE INSURANCE COMPANY27%
Broker market share
Schedule A broker compensation
65%top
- NORTH RISK PARTNERS LLC65%
- ASSUREDPARTNERS26%
- BENEFIT ADVOCATES9%
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 SALES AND SERVICE, INC. 401(K) PLAN
401k
Assets$1.4M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOLT SALES AND SERVICE LLC. HEALTH PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$83K
Covered lives82
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOLT SALES AND SERVICE, INC. 401(K) PLAN | 401k | $1.4M | 196 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOLT SALES AND SERVICE LLC. HEALTH PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $83K | 82 | 2025 |
Retirement plans
Welfare plans