Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOLAND TRANE SERVICES, INC.
EIN 52-0742033individual & family servicesLatest filing 2024
Plans
7
Retirement
2
$74.2M assets
Welfare
5
$156K premiums
Participants
1,659
30 WEST WATKINS MILL RD - GAITHERSBURG, MD 20878240-306-3004LinkedIn201-500 employeesindividual & family services
Retirement portfolio analytics
2 plans aggregated / $74.2M assets / 433 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $156K premiums / 1,226 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$130K
- Life$13K
- Other$13K
- Dental$8K
- Long-term disability$3K
- Vision$2K
Carrier market share
Premium dollars by Schedule A carrier
84%top
- KAISER FOUNDATION HEALTH PLAN INC84%
- HARTFORD LIFE AND ACCIDENT10%
- DELTA DENTAL OF CALIFORNIA5%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BOLAND ENTERPRISES PROFIT SHARING 401(K) PLAN - BTS
401k
Assets$56.2M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BOLAND ENTERPRISES PROFIT SHARING 401(K) PLAN FOR SERVICE ENGINEERS BARGAINING UNIT
401k
Assets$17.9M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP MEDICAL BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC STATES
Premiums$130K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
GROUP LIFE/ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$13K
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
GROUP DENTAL BENEFITS PLAN
Fully Insured - DELTA DENTAL OF PENNSYLVANIA
Premiums$8K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
GROUP LONG-TERM DISABILITY PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$3K
Covered lives393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
BOLAND TRANE SERVICES, INC. GROUP VISION PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BOLAND ENTERPRISES PROFIT SHARING 401(K) PLAN - BTS | 401k | $56.2M | 244 | 2024 | |
| 003 | BOLAND ENTERPRISES PROFIT SHARING 401(K) PLAN FOR SERVICE ENGINEERS BARGAINING UNIT | 401k | $17.9M | 189 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP MEDICAL BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC STATES | $130K | 154 | 2024 | |
| 503 | GROUP LIFE/ACCIDENTAL DEATH & DISMEMBERMENT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $13K | 390 | 2024 | |
| 504 | GROUP DENTAL BENEFITS PLAN | Fully Insured | DELTA DENTAL OF PENNSYLVANIA | $8K | 166 | 2024 | |
| 502 | GROUP LONG-TERM DISABILITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $3K | 393 | 2024 | |
| 506 | BOLAND TRANE SERVICES, INC. GROUP VISION PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | 123 | 2024 |
Retirement plans
Welfare plans