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Sponsor portfolio

HOLIDAY WHOLESALE, INC.

EIN 39-1029235-wholesale-Latest filing 2025
Plans
2
Retirement
1
$25.7M assets
Welfare
1
$1.7M premiums
Participants
891
225 PIONEER DR. - WISCONSIN DELLS, WI 53965608-254-8321holidaywholesale.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$25.7M - 629 part#501Fully Insured-$1.7M - 252 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 252 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$100K
  • Other$94K
  • Life$55K
  • Short-term disability$32K
  • Vision$24K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • DEAN HEALTH PLAN INC84%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • SUPERIOR DENTAL CARE1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
Total $65K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOLIDAY WHOLESALE, INC. PROFIT SHARING & 401(K) PLAN

401k

Assets$25.7M
Participants629
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOLIDAY WHOLESALE, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - DEAN HEALTH PLAN INC

Premiums$1.7M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLIDAY WHOLESALE, INC. PROFIT SHARING & 401(K) PLAN401k$25.7M6292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOLIDAY WHOLESALE, INC. EMPLOYEE BENEFITS PLANFully InsuredDEAN HEALTH PLAN INC$1.7M2522025
Retirement plans
Welfare plans
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