Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$81K
- Short-term disability$63K
- Life$37K
- Long-term disability$32K
- Vision$10K
Sponsor portfolio
PRIMARY HOLDINGS INC.
EIN 87-1615461Latest filing 2025
Plans
3
Retirement
1
$2.3M assets
Welfare
2
$1.5M premiums
Participants
477
4274 SHACKLEFORD RD, SUITE 1A - NORCROSS, GA 30093404-729-1291
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.5M premiums / 1,322 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- UNITEDHEALTHCARE INSURANCE COMPANY85%
- STANDARD INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
84%top
- E BENEFIT SOLUTION INC84%
- E BENEFIT SOLUTIONS10%
- DONALD C SAVOY INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PRIMARY HOLDINGS, INC. 401(K) PLAN
401k
Assets$2.3M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PRIMARY HOLDINGS INC. MEDICAL BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
PRIMARY HOLDINGS INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$223K
Covered lives1,160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRIMARY HOLDINGS, INC. 401(K) PLAN | 401k | $2.3M | 212 | 2024 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans