Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$429K
- Prescription drug$429K
- Other$156K
- Dental$144K
- Vision$144K
- Life$144K
- +2 more
Sponsor portfolio
HOLMES US, A PARTNERSHIP
EIN 94-3380622Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$585K premiums
Participants
262
235 MONTGOMERY STREET, SUITE 1250 - SAN FRANCISCO, CA 94104415-693-1600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $585K premiums / 105 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- KAISER FOUNDATION HEALTH PLAN INC73%
- SUN LIFE ASSURANCE COMPANY OF CANADA25%
- RELIANCE STANDARD LIFE INSURANCE COMPANY2%
- HOLMAN FAMILY COUNSELING, INC.0%
Broker market share
Schedule A broker compensation
83%top
- GALLAGHER BENEFIT SERVICES, INC.83%
- ASSUREDPARTNERS17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HOLMES US, A PARTNERSHIP SALARY SAVINGS PLAN 401(K)
401k
Assets$11.0M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOLMES US HEALTH & WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$585K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOLMES US, A PARTNERSHIP SALARY SAVINGS PLAN 401(K) | 401k | $11.0M | 134 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOLMES US HEALTH & WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $585K | 105 | 2024 |
Retirement plans
Welfare plans