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Sponsor portfolio

BOLD HOLDINGS LLC

EIN 66-0839149-Information-Latest filing 2025
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$909K premiums
Participants
228
CITY VIEW PLAZA II, 48 ROAD 165, SUITE 6000 - GUAYNABO, PR 00968787-705-3122
Plans on this EIN
2 filings
#001ProfitSharing-$5.1M - 127 part#501Fully Insured-$909K - 101 lives

Benefits portfolio analytics

1 plan / $909K premiums / 101 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$860K
  • Vision$860K
  • Prescription drug$860K
  • Dental$48K
Total $909K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • TRIPLE S SALUD, INC.95%
  • DELTA DENTAL OF CALIFORNIA5%
Total $909K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $957K1 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

BOLD HOLDINGS LLC RETIREMENT PLAN

ProfitSharing

Assets$5.1M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOLD HEALTH & DENTAL

Fully Insured - TRIPLE S SALUD INC

Premiums$909K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOLD HOLDINGS LLC RETIREMENT PLANProfitSharing$5.1M1272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOLD HEALTH & DENTALFully InsuredTRIPLE S SALUD INC$909K1012025
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