Assets by plan
Share of aggregate retirement assets
- PLAN - BTS (#002)$63.2M
Filings through .
Boland Trane Services, Inc.
EIN 52-0742033individual & family servicesLatest filing 2025
Plans
8
Retirement
2
$84.8M assets
Health & Benefits
6
$2.2M premiums
Participants
2,076
30 W WATKINS MILL RD - GAITHERSBURG, MD 20878240-306-3004LinkedIn201-500 employeesindividual & family services
Health & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $84.8M assets / 448 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $2.2M premiums / 1,623 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Life$230K
- Long-term disability$230K
- Other$230K
- Dental$92K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BOLAND ENTERPRISES PROFIT SHARING 401(K) PLAN - BTS
401(k)
Assets$63.2M
Participants250
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BOLAND ENTERPRISES PROFIT SHARING 401(K) PLAN FOR SERVICE ENGINEERS BARGAINING UNIT
401(k)
Assets$21.6M
Participants198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507
BOLAND TRANE SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.
Premiums$2.0M
Covered lives397
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
GROUP MEDICAL BENEFITS PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC STATES
Premiums$130K
Covered lives154
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
GROUP LIFE/ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Fully insured - HARTFORD LIFE AND ACCIDENT
Premiums$13K
Covered lives390
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
GROUP DENTAL BENEFITS PLAN
Fully insured - DELTA DENTAL OF PENNSYLVANIA
Premiums$8K
Covered lives166
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
GROUP LONG-TERM DISABILITY PLAN
Fully insured - HARTFORD LIFE AND ACCIDENT
Premiums$3K
Covered lives393
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
BOLAND TRANE SERVICES, INC. GROUP VISION PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2K
Covered lives123
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BOLAND ENTERPRISES PROFIT SHARING 401(K) PLAN - BTS | 401(k) | $63.2M | 250 | 2025 |
| #003 | BOLAND ENTERPRISES PROFIT SHARING 401(K) PLAN FOR SERVICE ENGINEERS BARGAINING UNIT | 401(k) | $21.6M | 198 | 2025 |
- #002 · 401(k) · 2025250
- #003 · 401(k) · 2025198
Health & Benefits plans
6 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | BOLAND TRANE SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $2.0M | 397 | 2025 |
| #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 |
- #507 · Mixed · KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. · 2025397
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC STATES · 2024154
- #503 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2024390
- #504 · Fully insured · DELTA DENTAL OF PENNSYLVANIA · 2024166
- #502 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2024393
- #506 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2024123
Retirement plans
Health & Benefits plans