Assets by plan
Share of aggregate retirement assets
Filings through .
Primary Holdings, Inc.
EIN 87-1615461ConstructionLatest filing 2025
Plans
4
Retirement
2
$7.3M assets
Health & Benefits
2
$1.5M premiums
Participants
569
4274 SHACKLEFORD ROAD, SUITE A - JOHNS CREEK, GA 30022404-729-1291
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $7.3M assets / 304 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$3.9M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.5M premiums / 1,322 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$101K
- Short-term disability$68K
- Long-term disability$35K
- Life$24K
- Vision$15K
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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#002
PRIMARY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.9M
Participants123
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
PRIMARY HOLDINGS, INC. 401(K) PLAN
401(k)
Assets$3.3M
Participants181
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
PRIMARY HOLDINGS INC. MEDICAL BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives162
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
PRIMARY HOLDINGS INC. HEALTH AND WELFARE BENEFIT PLAN
Fully insured - STANDARD INSURANCE COMPANY
Premiums$223K
Covered lives1,160
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PRIMARY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.9M | 123 | 2025 |
| #001 | PRIMARY HOLDINGS, INC. 401(K) PLAN | 401(k) | $3.3M | 181 | 2025 |
- #002 · ESOP · 2025123
- #001 · 401(k) · 2025181
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | PRIMARY HOLDINGS INC. MEDICAL BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.3M | 162 | 2025 |
| #501 | PRIMARY HOLDINGS INC. HEALTH AND WELFARE BENEFIT PLAN | Fully insured | STANDARD INSURANCE COMPANY | $223K | 1,160 | 2025 |
- #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025162
- #501 · Fully insured · STANDARD INSURANCE COMPANY · 20251,160
Retirement plans
Health & Benefits plans