PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. HOLT AND BUGBEE COMPANY

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 04-1448200

HOLT AND BUGBEE COMPANY

1600 SHAWSHEEN STREET · TEWKSBURY, MA 01876
8003256010
Plans filed
1
Years active
2016–2026
Industry
NAICS 32
Latest filing
2026
Total premiums (latest)
$107K
No prior year
Persons covered
323
No prior year
Total participants
177
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$107K
HOLT AND BUGBEE COMPANY HEALTH AND WELFARE WRAP PLAN
Mixed323 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$49K37.6%
Life$24K18.3%
Vision$20K15.2%
Short-term disability$20K15.0%
Long-term disability$18K13.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$87K81.4%14177
BLUE CROSS OF CALIFORNIA
EIN 041045815
V
$20K18.6%11323

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAUNITED OF OMAHA LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$13K$4K$17K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica