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Sponsor portfolioTH

HOLTEC INTERNATIONAL

EIN 20-4598433-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$136.7M assets
Welfare
1
$2.1M premiums
Participants
3,425
1 HOLTEC BOULEVARD - CAMDEN, NJ 08104856-797-0900holtecinternational.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$136.7M - 1,759 part#501Mixed-$2.1M - 1,983 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,983 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Life$1.2M
  • Short-term disability$309K
  • Long-term disability$183K
Total $2.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA86%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • COUNTRYWIDE ENTERPRISES, INC.2%
  • CURALINC HEALTHCARE1%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • CONNER STRONG & BUCKELEW71%
  • SMITH, THOMAS, CHRISTOPHER28%
  • IAA INSURANCE AGENCY INC0%
Total $98K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOLTEC INTERNATIONAL PROFIT SHARING PLAN AND TRUST

401k

Assets$136.7M
Participants1,759
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOLTEC INTERNATIONAL HEALTH BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.1M
Covered lives1,983
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLTEC INTERNATIONAL PROFIT SHARING PLAN AND TRUST401k$136.7M1,7592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOLTEC INTERNATIONAL HEALTH BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.1M1,9832025
Retirement plans
Welfare plans
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