Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$42.3M
Filings through .
Palmer Holland, Inc.
EIN 34-0764574chemicalsLatest filing 2025
Plans
3
Retirement
2
$294.3M assets
Health & Benefits
1
$324K premiums
Participants
782
191 AMERICAN BLVD, SUITE 100 - WESTLAKE, OH 44145440-686-2300palmerholland.comLinkedIn201-500 employeeschemicals
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $294.3M assets / 549 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$252.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $324K premiums / 233 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$294K
- Life$259K
- Short-term disability$259K
- Long-term disability$259K
- Health$35K
- Vision$30K
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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#002
PALMER HOLLAND, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$252.1M
Participants275
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
PALMER HOLLAND, INC. PROFIT SHARING PLAN & TRUST
401(k)
Assets$42.3M
Participants274
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
PALMER HOLLAND, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$324K
Covered lives233
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PALMER HOLLAND, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $252.1M | 275 | 2025 |
| #001 | PALMER HOLLAND, INC. PROFIT SHARING PLAN & TRUST | 401(k) | $42.3M | 274 | 2025 |
- #002 · ESOP · 2025275
- #001 · 401(k) · 2025274
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | PALMER HOLLAND, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $324K | 233 | 2025 |
- #503 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025233
Retirement plans
Health & Benefits plans