Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$152K
- Vision$152K
- Life$152K
- Short-term disability$152K
Sponsor portfolio
BUDGET HOLDINGS INC
EIN 36-4915817consumer servicesLatest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$1.3M premiums
Participants
375
23042 MILL CREEK DR - LAGUNA HILLS, CA 926531214949-825-7940budgetblinds.comLinkedIn51-200 employeesconsumer services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 133 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- BLUE CROSS OF CALIFORNIA63%
- ANTHEM LIFE INSURANCE COMPANY25%
- PRINCIPAL LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
51%top
- EMPLOYER'S NATIONAL EXPERT RESOURCE51%
- BROWN & BROWN INSURANCE SERVICES20%
- ENERGI19%
- PROFESSIONAL GROUP PLANS INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BUDGET HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$4.3M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BUDGET HOLDINGS INC WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.3M
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BUDGET HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.3M | 240 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BUDGET HOLDINGS INC WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.3M | 133 | 2025 |
Retirement plans
Welfare plans