Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Prescription drug$3.6M
- Life$661K
- Long-term disability$661K
- Other$661K
Sponsor portfolioTH
HOLT OF CALIFORNIA
EIN 68-0421094constructionLatest filing 2025
Plans
2
Retirement
1
$152.9M assets
Welfare
1
$4.3M premiums
Participants
1,657
7310 PACIFIC AVENUE - PLEASANT GROVE, CA 956689708916-921-8910holtca.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 588 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- KAISER FOUNDATION HEALTH PLAN INC63%
- WESTERN HEALTH ADVANTAGE22%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
THE HOLT RETIREMENT PLAN
401k
Assets$152.9M
Participants1,114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
HOLT OF CALIFORNIA HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$4.3M
Covered lives588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | THE HOLT RETIREMENT PLAN | 401k | $152.9M | 1,114 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | HOLT OF CALIFORNIA HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $4.3M | 588 | 2025 |
Retirement plans
Welfare plans