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  2. HOLSUM DE PUERTO RICO, INC.
Sponsor portfolio

HOLSUM DE PUERTO RICO, INC.

EIN 66-0563016-Manufacturing-Latest filing 2024
Plans
4
Retirement
3
$33.0M assets
Welfare
1
$215K premiums
Participants
1,987
CALL BOX 8282 - TOA BAJA, PR 009518282787-798-8282
Plans on this EIN
4 filings
#001ProfitSharing-$22.8M - 828 part#002TraditionalDB-$10.0M - 405 part#100TraditionalDB-$139K - 4 part#501Mixed-$215K - 735 lives

Retirement portfolio analytics

3 plans aggregated / $33.0M assets / 1,237 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PUERTO RICO, INC. (#001)69%
  • EMPLOYEES' RETIREMENT PLAN (#002)30%
  • EMPLOYEES' RETIREMENT PLAN (#100)0%
Total $33.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PUERTO RICO, INC. (#001)828
  • EMPLOYEES' RETIREMENT PLAN (#002)405
  • EMPLOYEES' RETIREMENT PLAN (#100)4
Total 1,237Click row to drill in

Benefits portfolio analytics

1 plan / $215K premiums / 735 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$145K
  • Long-term disability$70K
Total $215K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNIVERSAL LIFE INSURANCE COMPANY100%
Total $215K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $34K1 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

PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC.

ProfitSharing

Assets$22.8M
Participants828
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOLSUM DE PUERTO RICO, INC. EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$10.0M
Participants405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#100

HOLSUM DE PUERTO RICO, INC. VIRGIN ISLANDS EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$139K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOLSUM BAKERS EMPLOYEES' WELFARE BENEFIT PLAN

Mixed - UNIVERSAL LIFE INSURANCE COMPANY

Premiums$215K
Covered lives735
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC.ProfitSharing$22.8M8282024
002HOLSUM DE PUERTO RICO, INC. EMPLOYEES' RETIREMENT PLANTraditionalDB$10.0M4052024
100HOLSUM DE PUERTO RICO, INC. VIRGIN ISLANDS EMPLOYEES' RETIREMENT PLANTraditionalDB$139K42024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOLSUM BAKERS EMPLOYEES' WELFARE BENEFIT PLANMixedUNIVERSAL LIFE INSURANCE COMPANY$215K7352024
Retirement plans
Welfare plans
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