Assets by plan
Share of aggregate retirement assets
- PUERTO RICO, INC. (#001)$23.4M
Filings through .
Holsum De Puerto Rico, Inc.
EIN 66-0563016ManufacturingLatest filing 2025
Plans
4
Retirement
3
$33.1M assets
Health & Benefits
1
$215K premiums
Participants
1,961
CALL BOX 8282 - TOA BAJA, PR 009518282787-798-8282
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $33.1M assets / 1,211 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC.
Profit-sharing
Assets$23.4M
Participants820
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HOLSUM DE PUERTO RICO, INC. EMPLOYEES' RETIREMENT PLAN
Traditional DB
Assets$9.5M
Participants387
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#100
HOLSUM DE PUERTO RICO, INC. VIRGIN ISLANDS EMPLOYEES' RETIREMENT PLAN
Traditional DB
Assets$175K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HOLSUM BAKERS EMPLOYEES' WELFARE BENEFIT PLAN
Mixed - UNIVERSAL LIFE INSURANCE COMPANY
Premiums$215K
Covered lives735
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PLAN DE AHORRO, INVERSIONES Y RETIRO DE EMPLEADOS DE HOLSUM DE PUERTO RICO, INC. | Profit-sharing | $23.4M | 820 | 2025 |
| #002 | HOLSUM DE PUERTO RICO, INC. EMPLOYEES' RETIREMENT PLAN | Traditional DB | $9.5M | 387 | 2025 |
| #100 | HOLSUM DE PUERTO RICO, INC. VIRGIN ISLANDS EMPLOYEES' RETIREMENT PLAN | Traditional DB | $175K | 4 | 2025 |
- #001 · Profit-sharing · 2025820
- #002 · Traditional DB · 2025387
- #100 · Traditional DB · 20254
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HOLSUM BAKERS EMPLOYEES' WELFARE BENEFIT PLAN | Mixed | UNIVERSAL LIFE INSURANCE COMPANY | $215K | 735 | 2024 |
- #501 · Mixed · UNIVERSAL LIFE INSURANCE COMPANY · 2024735
Retirement plans
Health & Benefits plans