Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$69K
- Vision$69K
- Life$69K
- Long-term disability$69K
- Other$69K
Sponsor portfolio
THE HOLT GROUP, INC.
EIN 20-5096515Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$69K premiums
Participants
223
1301 SE TECH CENTER DRIVE, SUITE 150 - VANCOUVER, WA 98683360-892-0514
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $69K premiums / 202 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE HOLT GROUP, INC. 401(K) PLAN
401k
Assets$9.0M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE HOLT GROUP INC. EMPLOYEE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$69K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HOLT GROUP, INC. 401(K) PLAN | 401k | $9.0M | 223 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans