Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.9M
- Health$1.9M
- Prescription drug$1.9M
- Life$35K
- Other$32K
- Short-term disability$21K
- +2 more
Sponsor portfolio
HOLMAN ENTERPRISES, INC.
EIN 81-0349596Transportation and WarehousingLatest filing 2024
Plans
2
Retirement
1
$1.5M assets
Welfare
1
$2.0M premiums
Participants
433
4170 HWY 2 EAST - KALISPELL, MT 59901406-863-2060
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 255 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- DEARBORN LIFE INSURANCE COMPANY1%
- AMERITAS LIFE INSURANCE CORP.0%
- +2 more
Broker market share
Schedule A broker compensation
99%top
- CBIZ BENEFITS & INSURANCE SERVICES99%
- JAMES H. VAN EPPS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOLMAN ENTERPRISES, INC. 401 K PLAN
401k
Assets$1.5M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOLMAN ENTERPRISES, INC. BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF MONTANA
Premiums$2.0M
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOLMAN ENTERPRISES, INC. 401 K PLAN | 401k | $1.5M | 65 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOLMAN ENTERPRISES, INC. BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF MONTANA | $2.0M | 255 | 2024 |
Retirement plans
Welfare plans