Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$215.8M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $221.5M assets / 450 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $3.0M premiums / 258 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - BLUE CROSS BLUE SHIELD OF FLORIDA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HOLIDAY BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $215.8M | 231 | 2025 |
| #002 | HOLIDAY BUILDERS, INC. 401(K) PLAN AND TRUST | 401(k) | $5.7M | 219 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | HOLIDAY BUILDERS, INC. HEALTH & WELFARE PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $3.0M | 258 | 2025 |