Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HOLMAN AUTOMOTIVE GROUP, INC.
EIN 21-0610247Retail TradeLatest filing 2024
Plans
4
Retirement
3
$787.2M assets
Welfare
1
$7.7M premiums
Participants
16,715
4001 LEADENHALL ROAD, PO BOX 5004 - MOUNT LAUREL, NJ 08054856-663-5200
Retirement portfolio analytics
3 plans aggregated / $787.2M assets / 10,467 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.7M premiums / 9,257 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.8M
- Vision$2.8M
- Other$2.0M
- Short-term disability$2.0M
- Life$1.4M
- Long-term disability$908K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
55%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY55%
- AETNA LIFE INSURANCE COMPANY37%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- TRANSCARENT1%
Broker market share
Schedule A broker compensation
75%top
- ALLIANT INSURANCE SERVICES, INC.75%
- FMLASOURCE INC25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HOLMAN ENTERPRISES SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN
401k
Assets$688.8M
Participants8,019
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PENSION PLAN OF HOLMAN ENTERPRISES
TraditionalDB
Assets$97.9M
Participants2,446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HOLMAN ENTERPRISES PUERTO RICO RETIREMENT PLAN
401k
Assets$501K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HOLMAN ENTERPRISES & SUBSIDIARIES HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$7.7M
Covered lives9,257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOLMAN ENTERPRISES SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN | 401k | $688.8M | 8,019 | 2024 | |
| 001 | PENSION PLAN OF HOLMAN ENTERPRISES | TraditionalDB | $97.9M | 2,446 | 2024 | |
| 003 | HOLMAN ENTERPRISES PUERTO RICO RETIREMENT PLAN | 401k | $501K | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HOLMAN ENTERPRISES & SUBSIDIARIES HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $7.7M | 9,257 | 2024 |
Retirement plans
Welfare plans