Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$937K
- Other$10K
- Dental$8K
- Vision$8K
- Life$8K
- Short-term disability$8K
- +1 more
Sponsor portfolio
HOLTZ BUILDERS, INC.
EIN 39-1777699constructionLatest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$947K premiums
Participants
350
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $947K premiums / 241 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- DEAN HEALTH PLAN INC99%
- PRINCIPAL LIFE INSURANCE COMPANY1%
- AFLAC0%
Broker market share
Schedule A broker compensation
99%top
- HAUSMANN GROUP INC99%
- DARREN E KING0%
- CASEY A CURLEE0%
- MATTHEW D BUTLER0%
- ROBERT TAYLOR GROUP INC0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOLTZ COMPANIES 401(K) PLAN
401k
Assets$2.4M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOLTZ COMPANY WRAP PLAN
Fully Insured - DEAN HEALTH PLAN INC
Premiums$947K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOLTZ COMPANIES 401(K) PLAN | 401k | $2.4M | 195 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOLTZ COMPANY WRAP PLAN | Fully Insured | DEAN HEALTH PLAN INC | $947K | 241 | 2025 |
Retirement plans
Welfare plans