Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
503	HOLISTIC INDUSTRIES	Mixed	CIGNA HEALTH AND LIFE INSURANCE COMPANY	$1.3M	626	2025
501	HOLISTIC INDUSTRIES LIFE PLAN	Mixed	RELIANCE STANDARD LIFE INSURANCE COMPANY	$319K	594	2024
502	HOLISTIC INDUSTRIES EMPLOYEE BENEFIT PLAN	Mixed	CIGNA HEALTH AND LIFE INSURANCE COMPANY	$182K	533	2024

Retirement plans

Welfare plans

Sponsor portfolio

HOLISTIC INDUSTRIES INC.

EIN 83-3070502Latest filing 2025

Plans

Retirement

$2.8M assets

Welfare

$1.8M premiums

Participants

1,478

1900 WEST PARK DRIVE, SUITE 280 - WESTBOROUGH, MA 01581833-888-1191

Plans on this EIN

4 filings

#001401k-$2.8M - 852 part #503Mixed-$1.3M - 626 lives #501Mixed-$319K - 594 lives #502Mixed-$182K - 533 lives

Benefits portfolio analytics

3 plans / $1.8M premiums / 1,753 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$929K
Other$341K
Life$290K
Short-term disability$290K
Long-term disability$290K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

77%top

CIGNA HEALTH AND LIFE INSURANCE COMPANY77%
RELIANCE STANDARD LIFE INSURANCE COMPANY23%

Broker market share

Schedule A broker compensation

Single broker

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#001

HOLISTIC INDUSTRIES 401(K) PLAN

401k

Assets$2.8M

Participants852

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#503