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Sponsor portfolio

HOLTHOUSE CARLIN & VAN TRIGT LLP

EIN 95-4345526-accounting-Latest filing 2025
Plans
5
Retirement
4
$193.7M assets
Welfare
1
$4.8M premiums
Participants
1,963
11444 W. OLYMPIC BLVD., 11TH FLOOR - LOS ANGELES, CA 90064310-566-1900LinkedIn201-500 employeesaccounting
Plans on this EIN
5 filings
#001401k-$108.9M - 284 part#003401k-$79.2M - 805 part#006CashBalance-$5.6M - 75 part#005CashBalance-$11K - 0 part#501Mixed-$4.8M - 1,191 lives

Retirement portfolio analytics

4 plans aggregated / $193.7M assets / 1,164 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN & TRUST (#001)56%
  • AND TRUST II (#003)41%
  • CASH BALANCE PLAN (#006)3%
  • RETIREMENT PLAN II (#005)0%
Total $193.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND TRUST II (#003)805
  • PLAN & TRUST (#001)284
  • CASH BALANCE PLAN (#006)75
Total 1,164Click row to drill in

Benefits portfolio analytics

1 plan / $4.8M premiums / 1,191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Dental$930K
  • Vision$930K
  • Other$451K
  • Life$450K
  • Long-term disability$450K
Total $4.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • KAISER FOUNDATION HEALTH PLAN INC45%
  • AETNA LIFE INSURANCE COMPANY45%
  • SUN LIFE ASSURANCE COMPANY OF CANADA9%
Total $4.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • THE BALDWIN GROUP WEST LLC80%
  • BURNHAM BENEFITS INSURANCE SERVICES20%
Total $239K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN & TRUST

401k

Assets$108.9M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II

401k

Assets$79.2M
Participants805
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

HCVT CASH BALANCE PLAN

CashBalance

Assets$5.6M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

HOLTHOUSE CARLIN & VAN TRIGT LLP CASH BALANCE RETIREMENT PLAN II

CashBalance

Assets$11K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOLTHOUSE CARLIN & VAN TRIGT LLP WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$4.8M
Covered lives1,191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN & TRUST401k$108.9M2842024
003HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II401k$79.2M8052024
006HCVT CASH BALANCE PLANCashBalance$5.6M752024
005HOLTHOUSE CARLIN & VAN TRIGT LLP CASH BALANCE RETIREMENT PLAN IICashBalance$11K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOLTHOUSE CARLIN & VAN TRIGT LLP WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$4.8M1,1912025
Retirement plans
Welfare plans
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