Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$757K
- Vision$757K
- Life$757K
- Short-term disability$757K
- Long-term disability$757K
- Other$757K
Sponsor portfolio
HISTORIC TOURS OF AMERICA, INC.
EIN 59-2512154Latest filing 2025
Plans
2
Retirement
1
$19.0M assets
Welfare
1
$757K premiums
Participants
1,571
108 SEA GROVE MAIN STREET, 2ND FLOOR - ST AUGUSTINE, FL 32080904-547-3100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $757K premiums / 1,035 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
92%top
- MCGRIFF INSURANCE SERVICES INC92%
- MARSH & MCLENNAN AGENCY LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
H.T.A. CAST RETIREMENT PLAN
401k
Assets$19.0M
Participants1,098
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HISTORIC TOURS OF AMERICA, INC. WELFARE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$757K
Covered lives1,035
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | H.T.A. CAST RETIREMENT PLAN | 401k | $19.0M | 1,098 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HISTORIC TOURS OF AMERICA, INC. WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $757K | 1,035 | 2025 |
Retirement plans
Welfare plans