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Sponsor portfolio

SAF-HOLLAND INC

EIN 38-0655810-transportation/trucking/railroad-Latest filing 2025
Plans
6
Retirement
4
$145.2M assets
Welfare
2
$1.3M premiums
Participants
3,140
1950 INDUSTRIAL BLVD - MUSKEGON, MI 494423983616-396-6501safholland.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Plans on this EIN
6 filings
#013401k-$83.4M - 1,042 part#014TraditionalDB-$35.6M - 674 part#002TraditionalDB-$15.8M - 169 part#011TraditionalDB-$10.5M - 203 part#505Mixed-$1.3M - 1,538 lives#599Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $145.2M assets / 2,088 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • INC. 401(K) Savings (#013)57%
  • RETIREMENT INCOME PLAN (#014)24%
  • RETIREMENT INCOME PLAN (#002)11%
  • RETIREMENT INCOME PLAN (#011)7%
Total $145.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
57%top
  • THE VANGUARD GROUP, INC.57%
  • (Not disclosed)43%
Total $145.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#013)1,042
  • RETIREMENT INCOME PLAN (#014)674
  • RETIREMENT INCOME PLAN (#011)203
  • RETIREMENT INCOME PLAN (#002)169
Total 2,088Click row to drill in

Benefits portfolio analytics

2 plans / $1.3M premiums / 1,538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$517K
  • Dental$479K
  • Life$322K
  • Vision$81K
  • Long-term disability$70K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • DELTA DENTAL OF CALIFORNIA38%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY31%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • AMERITAS LIFE INSURANCE CORP.6%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • WILLIS TOWERS WATSON US LLC65%
  • STRATEGIC ENROLLMENT SERVICES INC.28%
  • AON CONSULTING INC4%
  • ASSUREDPARTNERS3%
Total $88K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#013

SAF-HOLLAND, INC. 401(K) SAVINGS PLAN

401k

Assets$83.4M
Participants1,042
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014

THE HOLLAND GROUP RETIREMENT INCOME PLAN

TraditionalDB

Assets$35.6M
Participants674
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOLLAND HITCH COMPANY UAW RETIREMENT INCOME PLAN

TraditionalDB

Assets$15.8M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

HOLLAND NEWAY UAW RETIREMENT INCOME PLAN

TraditionalDB

Assets$10.5M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SAF-HOLLAND INC HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF MICHIGAN

Premiums$1.3M
Covered lives1,538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#599

THE HOLLAND GROUP SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
013SAF-HOLLAND, INC. 401(K) SAVINGS PLAN401k$83.4M1,0422024
014THE HOLLAND GROUP RETIREMENT INCOME PLANTraditionalDB$35.6M6742024
002HOLLAND HITCH COMPANY UAW RETIREMENT INCOME PLANTraditionalDB$15.8M1692025
011HOLLAND NEWAY UAW RETIREMENT INCOME PLANTraditionalDB$10.5M2032025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SAF-HOLLAND INC HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF MICHIGAN$1.3M1,5382024
599THE HOLLAND GROUP SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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