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  2. Holt Lunsford Commerical, Inc.
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Filings through Oct 24, 2026.

Holt Lunsford Commerical, Inc.

EIN 75-2439290-real estate-Latest filing 2025
Plans
2
Retirement
1
$9.9M assets
Health & Benefits
1
$2.2M premiums
Participants
408
5950 BERKSHIRE LANE, SUITE 900 - DALLAS, TX 75225972-241-8300LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401(k)-$9.9M - 208 part#501Fully insured-$2.2M - 347 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.2M premiums / 347 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Vision$166K
  • Life$166K
  • Short-term disability$166K
  • Long-term disability$166K
  • +1 more
Total $2.2M7 rows
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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

HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN

401(k)

Assets$9.9M
Participants208
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HOLT LUNSFORD COMMERCIAL, INC. EMPLOYEE BENEFITS PLAN

Fully insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.2M
Covered lives347
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN401(k)$9.9M2082025
  • HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN$9.9M
    #001 · 401(k) · 2025208

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HOLT LUNSFORD COMMERCIAL, INC. EMPLOYEE BENEFITS PLANFully insuredBLUECROSS BLUESHIELD OF TEXAS$2.2M3472025
  • HOLT LUNSFORD COMMERCIAL, INC. EMPLOYEE BENEFITS PLAN$2.2M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF TEXAS · 2025347
Retirement plans
Health & Benefits plans

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