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Sponsor portfolioTH

HOLTZMAN OIL CORP.

EIN 54-0912077-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$37.0M assets
Welfare
1
$613K premiums
Participants
772
5534 NORTH MAIN STREET - MT JACKSON, VA 22842540-477-3131LinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$37.0M - 436 part#501Mixed-$613K - 600 lives

Benefits portfolio analytics

1 plan / $613K premiums / 600 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$449K
  • Life$359K
  • Short-term disability$359K
  • Long-term disability$359K
  • Dental$157K
  • Vision$6K
Total $613K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA59%
  • AMERITAS LIFE INSURANCE CORP.26%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY15%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $613K4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • MARSH & MCLENNAN AGENCY LLC84%
  • MCGRIFF INSURANCE SERVICES INC9%
  • THE BENEFIT COMPANY INC7%
Total $96K3 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

HOLTZMAN OIL CORP. 401(K) PROFIT SHARING PLAN

401k

Assets$37.0M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOLTZMAN OIL CORPORATION WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$613K
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLTZMAN OIL CORP. 401(K) PROFIT SHARING PLAN401k$37.0M4362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOLTZMAN OIL CORPORATION WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$613K6002025
Retirement plans
Welfare plans
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