Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.7M
- Life$3.6M
- Short-term disability$3.6M
- Long-term disability$3.6M
- Dental$2.5M
- Vision$443K
Sponsor portfolioTH
B. D. HOLT COMPANY
EIN 74-1389993Wholesale TradeLatest filing 2024
Plans
2
Retirement
1
$505.0M assets
Welfare
1
$6.7M premiums
Participants
10,125
3302 SOUTH W.W.WHITE RD - SAN ANTONIO, TX 78222210-209-7711
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.7M premiums / 8,375 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- METROPOLITAN LIFE INSURANCE COMPANY54%
- BLUE CROSS OF CALIFORNIA38%
- FIDELITY SECURITY LIFE INSURANCE COMPANY7%
- AETNA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
97%top
- LOCKTON COMPANIES, LLC97%
- PLANSOURCE BENEFITS ADMINISTRATION3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOLT COMPANIES RETIREMENT PLAN
401k
Assets$505.0M
Participants5,617
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HOLT WELFARE BENEFIT
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$6.7M
Covered lives8,375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOLT COMPANIES RETIREMENT PLAN | 401k | $505.0M | 5,617 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HOLT WELFARE BENEFIT | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $6.7M | 8,375 | 2024 |
Retirement plans
Welfare plans