Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$69K
- Vision$69K
- Life$69K
- Long-term disability$69K
- Other$69K
Filings through .
The Holt Group, Inc.
EIN 20-5096515Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Health & Benefits
1
$69K premiums
Participants
223
1301 SE TECH CENTER DRIVE, SUITE 150 - VANCOUVER, WA 98683360-892-0514
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 / $69K premiums / 202 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
THE HOLT GROUP, INC. 401(K) PLAN
401(k)
Assets$9.0M
Participants223
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
THE HOLT GROUP INC. EMPLOYEE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$69K
Covered lives202
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE HOLT GROUP, INC. 401(K) PLAN | 401(k) | $9.0M | 223 | 2024 |
- #001 · 401(k) · 2024223
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | THE HOLT GROUP INC. EMPLOYEE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $69K | 202 | 2025 |
- #502 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025202
Retirement plans
Health & Benefits plans