Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Life$1.4M
- Short-term disability$517K
- Long-term disability$500K
- Vision$220K
Sponsor portfolioTH
HALMA HOLDINGS INC.
EIN 61-0962400Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
1
$344.0M assets
Welfare
1
$3.0M premiums
Participants
6,035
3500 QUADRANGLE BLVD - ORLANDO, FL 32817302-559-8297
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.0M premiums / 3,415 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY79%
- RELIASTAR LIFE INSURANCE COMPANY12%
- FIDELITY SECURITY LIFE INSURANCE COMPANY7%
- WORKPLACE OPTIONS2%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HALMA HOLDINGS INC. PROFIT SHARING/SAVINGS RETIREMENT PLAN
401k
Assets$344.0M
Participants3,139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HALMA HOLDINGS, INC. GROUP HEALTH AND FLEXIBLE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$3.0M
Covered lives3,415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HALMA HOLDINGS INC. PROFIT SHARING/SAVINGS RETIREMENT PLAN | 401k | $344.0M | 3,139 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HALMA HOLDINGS, INC. GROUP HEALTH AND FLEXIBLE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3.0M | 3,415 | 2025 |
Retirement plans
Welfare plans