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Sponsor portfolio

ARES HOLDINGS, LLC

EIN 65-1162436-machinery-Latest filing 2025
Plans
2
Retirement
1
$56.5M assets
Welfare
1
$4.0M premiums
Participants
5,729
1045 S. JOHN RODES BLVD. - MELBOURNE, FL 32904321-727-2865LinkedIn1-10 employeesmachinery
Plans on this EIN
2 filings
#001401k-$56.5M - 3,192 part#501Fully Insured-$4.0M - 2,714 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 2,714 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.1M
  • Dental$2.5M
  • Vision$2.5M
  • Life$2.5M
  • Short-term disability$2.5M
  • Long-term disability$2.5M
  • +2 more
Total $4.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA64%
  • KAISER FOUNDATION HEALTH PLAN INC21%
  • UNITEDHEALTHCARE INSURANCE COMPANY15%
Total $4.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • LOCKTON COMPANIES, LLC91%
  • RYAN L BOWLING9%
Total $547K2 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

NEXTECH 401(K) PLAN

401k

Assets$56.5M
Participants3,192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARES HOLDINGS, LLC HEALTH AND WELFARE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$4.0M
Covered lives2,714
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEXTECH 401(K) PLAN401k$56.5M3,1922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARES HOLDINGS, LLC HEALTH AND WELFARE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$4.0M2,7142025
Retirement plans
Welfare plans
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