Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$96K
- Prescription drug$88K
- Life$4K
- Vision$4K
Sponsor portfolio
HOLSUM, INC
EIN 85-0164944Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$100K premiums
Participants
246
PO BOX 2527 - ROSWELL, NM 882022527575-622-7163
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $100K premiums / 115 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- STANDARD INSURANCE COMPANY2%
- ANTHEM LIFE INSURANCE COMPANY1%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- UNIVERSAL INSURANCE ADVISORS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF HOLSUM INCORPORATED
TraditionalDB
Assets$8.2M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOLSUM, INC. EMPLOYEES HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD
Premiums$100K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF HOLSUM INCORPORATED | TraditionalDB | $8.2M | 144 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOLSUM, INC. EMPLOYEES HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD | $100K | 115 | 2025 |
Retirement plans
Welfare plans