Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$1.4M
- Prescription drug$1.4M
- Other$86K
- Life$69K
- Short-term disability$69K
- +2 more
Sponsor portfolio
W.G. HOLT, INC.
EIN 95-3048260management consultingLatest filing 2024
Plans
2
Retirement
1
$39.2M assets
Welfare
1
$1.5M premiums
Participants
233
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 115 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
W.G. HOLT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$39.2M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
W.G. HOLT, INC. WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.5M
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | W.G. HOLT, INC. 401(K) PROFIT SHARING PLAN | 401k | $39.2M | 120 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | W.G. HOLT, INC. WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.5M | 115 | 2024 |
Retirement plans
Welfare plans