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Sponsor portfolio

PALMER HOLLAND, INC.

EIN 34-0764574-chemicals-Latest filing 2025
Plans
3
Retirement
2
$256.8M assets
Welfare
1
$324K premiums
Participants
766
191 AMERICAN BOULEVARD, SUITE 300 - WESTLAKE, OH 44145440-385-5268palmerholland.comLinkedIn201-500 employeeschemicals
Plans on this EIN
3 filings
#002ESOP-$220.8M - 264 part#001401k-$35.9M - 269 part#503Mixed-$324K - 233 lives

Retirement portfolio analytics

2 plans aggregated / $256.8M assets / 533 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • EMPLOYEE STOCK OWNERSHIP (#002)86%
  • PLAN & TRUST (#001)14%
Total $256.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • (Not disclosed)86%
  • JOHN HANCOCK LIFE INSURANCE COMPANY14%
Total $256.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)269
  • EMPLOYEE STOCK OWNERSHIP (#002)264
Total 533Click row to drill in

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
Total $324K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80%
  • UNITED HEALTHCARE INSURANCE COMPANY11%
  • VISION SERVICE PLAN9%
Total $324K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • GALLAGHER BENEFIT SERVICES, INC.83%
  • CENTRO BENEFITS RESEARCH LLC17%
Total $42K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PALMER HOLLAND, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$220.8M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PALMER HOLLAND, INC. PROFIT SHARING PLAN & TRUST

401k

Assets$35.9M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PALMER HOLLAND, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$324K
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PALMER HOLLAND, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$220.8M2642024
001PALMER HOLLAND, INC. PROFIT SHARING PLAN & TRUST401k$35.9M2692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PALMER HOLLAND, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$324K2332025
Retirement plans
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