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Sponsor portfolio

HOLLADAY PROPERTY SERVICES MIDWEST INC.

EIN 52-2128493-Latest filing 2025
Plans
2
Retirement
1
$17.2M assets
Welfare
1
$618K premiums
Participants
547
3454 DOUGLAS RD, SUITE 250 - SOUTH BEND, IN 46635574-234-2073LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$17.2M - 326 part#501Mixed-$618K - 263 lives

Benefits portfolio analytics

1 plan / $618K premiums / 263 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$428K
  • Dental$90K
  • Life$44K
  • Long-term disability$44K
  • Other$34K
  • Vision$22K
Total $618K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • COMPANION LIFE INSURANCE COMPANY69%
  • DELTA DENTAL OF CALIFORNIA18%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA7%
  • HCC LIFE INSURANCE COMPANY5%
Total $618K4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • TAD BENEFITS LLC75%
  • HUB INTERNATIONAL MIDWEST LIMITED23%
  • WATCHTOWER TECHNOLOGIES INC2%
Total $21K3 slices

Plan deep-dives

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

HOLLADAY PROPERTY SERVICES MIDWEST INC. 401(K) PROFIT SHARING PLAN

401k

Assets$17.2M
Participants326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOLLADAY PROPERTY SERVICES MID-WEST INC. EMPLOYEE BENEFIT PLAN

Mixed - COMPANION LIFE

Premiums$618K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLLADAY PROPERTY SERVICES MIDWEST INC. 401(K) PROFIT SHARING PLAN401k$17.2M3262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOLLADAY PROPERTY SERVICES MID-WEST INC. EMPLOYEE BENEFIT PLANMixedCOMPANION LIFE$618K2632025
Retirement plans
Welfare plans
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