Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOLLY HALL
EIN 74-1157354medical practiceLatest filing 2025
Plans
3
Retirement
2
$2.0M assets
Welfare
1
$601K premiums
Participants
173
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 87 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $601K premiums / 83 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$507K
- Dental$94K
- Vision$94K
- Life$94K
- Short-term disability$94K
- Long-term disability$94K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
Broker market share
Schedule A broker compensation
96%top
- GBS BENEFITS INC96%
- WATCHTOWER BENEFITS, LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HOLLY HALL RETIREMENT COMMUNITY 401(K) PLAN
401k
Assets$1.5M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HOLLY HALL DEFINED BENEFIT RETIREMENT PLAN
TraditionalDB
Assets$507K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOLLY HALL RETIREMENT COMMUNITY GROUP HEALTH & WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$601K
Covered lives83
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOLLY HALL RETIREMENT COMMUNITY 401(K) PLAN | 401k | $1.5M | 85 | 2025 | |
| 001 | HOLLY HALL DEFINED BENEFIT RETIREMENT PLAN | TraditionalDB | $507K | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOLLY HALL RETIREMENT COMMUNITY GROUP HEALTH & WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $601K | 83 | 2025 |
Retirement plans
Welfare plans