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Sponsor portfolio

HOLIDAY BUILDERS, INC.

EIN 59-2326805-construction-Latest filing 2025
Plans
3
Retirement
2
$234.3M assets
Welfare
1
$3.0M premiums
Participants
685
2293 WEST EAU GALLIE BOULEVARD - MELBOURNE, FL 32935321-610-5163holidaybuilders.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001ESOP-$229.0M - 210 part#002401k-$5.4M - 217 part#503Fully Insured-$3.0M - 258 lives

Retirement portfolio analytics

2 plans aggregated / $234.3M assets / 427 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PLAN AND TRUST (#001)98%
  • PLAN AND TRUST (#002)2%
Total $234.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)217
  • PLAN AND TRUST (#001)210
Total 427Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Dental$286K
  • Life$286K
  • Short-term disability$286K
  • Long-term disability$286K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA9%
Total $3.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $88K1 slice

Plan deep-dives

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

HOLIDAY BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$229.0M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOLIDAY BUILDERS, INC. 401(K) PLAN AND TRUST

401k

Assets$5.4M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HOLIDAY BUILDERS, INC. HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$3.0M
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOLIDAY BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$229.0M2102024
002HOLIDAY BUILDERS, INC. 401(K) PLAN AND TRUST401k$5.4M2172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HOLIDAY BUILDERS, INC. HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$3.0M2582025
Retirement plans
Welfare plans
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