Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$61K
- Vision$61K
- Life$22K
- Short-term disability$22K
Filings through .
Holt Sales and Service, LLC
EIN 20-4091341Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$1.4M assets
Health & Benefits
1
$83K premiums
Participants
231
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 / $83K premiums / 82 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 SALES AND SERVICE, INC. 401(K) PLAN
401(k)
Assets$1.4M
Participants196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HOLT SALES AND SERVICE LLC. HEALTH PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$83K
Covered lives82
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 SALES AND SERVICE, INC. 401(K) PLAN | 401(k) | $1.4M | 196 | 2025 |
- #001 · 401(k) · 2025196
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 202582
Retirement plans
Health & Benefits plans